Services
New Book from Retirement Coaches Association coming soon. Read more about it here.
Our services are designed for people and organizations navigating the in-between: the moments when old routines, roles, and markers of success no longer fully fit, but what comes next is still taking shape. And you need a thoughtful partner to guide the process.
Through one-on-one engagements, group programs, reflective writing workshops, entrepreneur coaching, and keynote presentations, we create spaces for you to pause, explore what maters now, and move forward with greater clarity and intention. Whether you are re-imagining your life after a career, stepping into a new leadership chapter, preparing for retirement, or seeking a more purposeful path forward, each offering is grounded in reflection, research, and real conversation.
Retirement Transition
For professionals contemplating “what’s next,”
our individual coaching offers a thoughtful,
personalized space to explore, reflect,
and move forward—step by step.
Group Coaching
This eight-session, virtual group coaching experience is designed to help you explore those questions in a supportive and inspiring community of people who are navigating post-career life in their own ways. Together, we’ll create space to reflect, imagine, and chart possibilities for what’s next after work.
Next Venture
Stepping into retirement can feel both exciting and unsettling: after years of driving decisions, leading people, and shaping a legacy, what does life look like when the business is no longer at the center?
Writing Workshop
Writing Toward Wisdom is a guided online workshop for people in or approaching life after work who want to explore a question, concern, or “stuck place” about the next phase of life.
Keynote Speaking
Drawing on over a decade of experience delivering more than 175 keynote and breakout sessions at financial conferences for firms including Morgan Stanley, Raymond James, UBS, Merrill Lynch, LPL, Commonwealth, Ameriprise, Wells Fargo, and Truist, I bring both expertise and presence to the stage.
Executive Leader, Financial Services
Working with Kati changed the way I communicate—and the way I lead.
Want to learn more about coaching
or book a session?
Let’s talk about where you’re headed.