A pre-retirement coach helps individuals transition smoothly from work to retirement by guiding them through mental, emotional, and lifestyle planning. They focus on areas such as:

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✅ Lifestyle Planning – Purpose, hobbies, travel, volunteering, and social connections.

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✅ Emotional Adjustment – Coping with identity shifts, relationships, and personal growth.

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✅ Health & Wellness – Maintaining physical and mental well-being in retirement.

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✅ Knowledge/Purpose – Keep Learning.

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✅ Travel Checklists –  What is important.

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✅ Work/Part-Time/Fractional –  What, Where and Why?

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✅ House Keeping Lists –  Budgets, Finance, State Entitlements, Wills, Future Proofing

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​Wishing you a retirement filled with joy, adventure, and endless possibilities!"

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James Fitzsimons

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2026

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