Hi, I’m Heidi L. Beam, Personal Advisor for those in retirement.

For years, we’re taught to plan for retirement by focusing on one thing: money.

And yet, what I see again and again is this—people reach retirement financially prepared, but personally unprepared for the loss of structure, identity, and purpose that work once provided.

That’s where I come in.

I’m a Personal Advisor for people in retirement who have done the responsible thing financially, but now find themselves wondering what comes next. The structure is gone. The sense of being needed has faded. And despite having the freedom they worked so hard for, many feel bored, restless, or unsure of their place.

While Financial Advisors help you plan how to retire, I help you plan what your life will look like once you do. I work with people who want more than “staying busy” in retirement. Together, we create structure, clarity, and a meaningful mission for this next chapter—one that reflects who you are now, not who you used to be at work.

Together, we focus on the day-to-day realities of retirement: how you spend your time, what gives you direction, and where you now feel needed and challenged. I help you build a new purpose and a clear mission so retirement doesn’t feel like drifting—but like a chapter you’re proud to be living.

This work isn’t about filling time. It’s about creating a life that feels intentional, meaningful, and aligned with who you are today.

I am certified as a Master Certified Life Coach, which means I have two levels of coaching certification. I also take continuing education credits throughout the year to make sure I’m prepared to help you, in the best way I can and according to the International Coaching Federation Code of Ethics. 

Let’s build your next mission, together!!

-Heidi