Frequently Asked Questions
What does a Personal Advisor do in retirement?
A Personal Advisor helps you plan your life in retirement—not your finances. While Financial Advisors focus on money, I help you create structure, purpose, and direction once work ends. Together, we design how you spend your time, what gives your days meaning, and how you stay engaged, confident, and relevant in this next chapter.
Why do I feel bored or lost in retirement even though I planned well financially?
This is extremely common. Most people spend years preparing financially for retirement but very little time preparing emotionally or practically for the loss of structure, identity, and daily purpose that work provided. Feeling bored, restless, or disconnected doesn’t mean something is wrong—it means something important is missing.
Is it normal to feel disappointed in retirement?
Yes—and many people feel guilty admitting it. Retirement is often sold as a time of nonstop freedom and happiness, but without direction or challenge, it can feel empty. You’re not ungrateful or failing at retirement; you’re simply navigating a major life transition that no one taught you how to plan for.
How can I find purpose after retirement?
Purpose in retirement doesn’t come from staying busy—it comes from intentionally choosing what matters to you now. I help you clarify your values, strengths, and interests, then build a meaningful mission that fits this stage of life. Purpose can evolve, and retirement is a powerful opportunity to redefine it.
I don’t want to go back to work. Can you still help me?
Absolutely. This work is not about returning to a job or filling your calendar. It’s about creating a life that feels engaging and meaningful on your terms. Many of my clients want structure and direction without the pressure of another career—and that’s exactly what we design.
How is this different from life coaching or retirement planning?
Traditional retirement planning focuses on finances. Life coaching often focuses on general goals. As a Personal Advisor, I specialize specifically in the transition into retirement—helping you rebuild identity, structure, and confidence after work ends, and guiding you through the practical and emotional realities of this phase.
Who do you work with?
I work with men and women who are typically 1–3 years into retirement and feel bored, unchallenged, or unsure of their direction. Many were high achievers who enjoyed being needed and are now searching for purpose, relevance, and clarity in this next chapter.
What results can I expect from working with you?
Clients gain:
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A clear sense of direction and identity in retirement
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Structure that makes their days feel purposeful
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Renewed confidence and relevance
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A meaningful mission that challenges them and matters to them
Most importantly, they stop drifting and start living retirement intentionally.
When is the right time to work with a Personal Advisor?
The best time is when retirement doesn’t feel how you expected it to—or when you sense that drifting could turn into long-term dissatisfaction. You don’t need to wait until things feel “bad enough.” Clarity and purpose are easier to build sooner rather than later.
How do I know if this is right for me?
If you’re financially secure but feel unsure how to spend your time, miss being needed, or want this chapter to matter, this work is likely a fit. Retirement isn’t about filling time—it’s about choosing how you want to live.