Your retirement requires more than a number...
Most retirement advice starts with a number. But a number can’t tell you who you want to be when the alarm clock stops. Retirement is an identity change, not just a financial one. In this course, we address the whole person – not just the financial questions.
After completing the course, you'll have...
The Eight Week Journey
Why Before What
Learn your values. Apply these as you begin to shape the vision of your retirement.
By The Numbers
Begin building your income and expense picture for now and your retirement.
Logistics of Leaving
Navigating Social Security, Medicare, and gaps in coverage. For those who are younger, we'll also discuss Marketplace and Off Market Coverage.
Leaping Into The Honeymoon
Planning for the initial – and often most joyful phase of retirement
When the Shine Wears Off
Preparing the resources you need for when the shine wears off
Becoming and Becoming and Becoming
Routines, relationships, and new roles – navigating identity throughout retirement
Protecting What You've Built
Navigating beneficiaries, estate plans, and documenting your wishes
Your Integrated Retirement Plan
Framing the journey forward
Invest In Your Dreams
-
Weekly community calls. These are from noon – 1 p.m. eastern on Mondays. They will be recorded if you can’t join live. We’ll take September 7 (Labor Day in the US) off so our first weekly meeting will be on August 3, 2026 and our final session will be on September 28, 2026.
-
Weekly materials to help you get clear on your values, envision your retirement and develop your plan.
-
Printable/digital workbook pages to create your own plan in the format that works best for you.
-
A 30-minute coaching call with Kara for each cohort member
-
A private online course community. Engage if you wish or simply work through the materials on your own. You get both options!
-
Lifetime access. As an inaugural cohort member you can take the course again at any time in the future. You’ll always have access to the most up to date content.
Inaugural Cohort Pricing - $99
Frequently Asked Questions
1 / How much time will I need each week?
Plan to attend or watch the recording of the live session each week for one hour and then spend about 2 hours working on exercises and your own reflections. You may certainly choose to spend more time so please assume the two hours is a minimum.
2 / Are the class meetings recorded?
Yes, with a caveat. In order to create a safe space with participants, anyone may, at any time, ask that we stop recording or ask that I edit something out of a recording. So, recorded sessions may be edited to protect confidentiality and participant safety.
3 / Do I need to be close to retiring?
No! It’s never too early to begin thinking about financial independence and what that stage of life looks like. Having a plan for financial independence that allows you to leave traditional work can happen at all ages.
4 / Does this course provide tax, legal, insurance, medical or financial advice?
No. This course is offered for educational purposes only. The course is designed to support you in working more effectively with professionals in these fields. We will discuss things such as factors to consider when selecting a professional in these areas and how to advocate for yourself with these professionals. However, nothing on this website or in this course should be construed as financial, insurance, tax, medical, or legal advice. You are responsible for acting on this information in partnership with appropriately credentialed individuals in each of these areas.
5 / Do you offer a refund policy?
Yes. If you attend/watch the first two weeks and log in at least two times to the online class site and then decide this is not for you, I will refund your class fee in full. Otherwise, no refunds are offered.