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STEP & LEAP

Purposeful Living Through Transformative Travel

Discover the Journey

​​The Step & Leap™ program is designed to help you navigate the transition your career into your Next Act. Embark on a process that empowers you to step into retirement with intention and leap into the next chapter of your lifes with clarity and confidence.

Embark on a journey that ensures a smooth transition into a fulfilling and purpose-driven retirement. With multiple Step & Leap engagement options, you can choose the tools, support, and community to thrive in the next phase of your life.

Intentional Retirement Starts with Planning

Smiling Mature Man

Plan Your Next Act

By the Lake

Create a Transformative Travel Portfolio

Studio Portrait

Manage Your Transition

STEP & LEAP programs offer a structured yet flexible approach ensuring that participants not only plan beyond their financial security, but also prepare mentally, physically, and socially for their Next Act.

In-Home Consultation

3 In-person Workshops/Retreats

Monthly Self-Guided Programs

Monthly Curriculum

Monthly Coaching 

Lifetime Membership

Businessman

Corporate Programs

10-Month Program plus:

Transition of Responsibilities

Stakeholder Management

Communication Planning

Succession Planning

Woman at a Desk

Pace Yourself

Self-Guided Workbook

Option to Join Retreats

Coaching Available

Lifetime Membership

Holistic
Preparation

Comprehensive support that addresses not just financial planning, but also mental, emotional, and social readiness for retirement.

Social
Engagement

Building and strengthening social networks to ensure a supportive and active retirement life.

Reflective
Practices

Activities and workshops focused on reflection and mindfulness, helping you integrate new insights and maintain a purpose-driven lifestyle.

Transformative
Retreats

Three immersive retreats designed to set intentions, develop new skills, and reflect on transformative journeys, ensuring deep personal growth.

Personalized
Support

Regular coaching sessions and personalized guidance to help you navigate the transition smoothly.

Physical and Mental Wellbeing

Focus on maintaining and enhancing physical fitness and mental resilience through holistic training and wellness practices. 

Skill
Development

Opportunities to learn new skills or enhance existing ones, supporting your journey and tailored to align with your retirement vision and goals.

Community
Building

Creating a network of peers who share similar journeys, providing support and encouragement .

Long-term
Adaptability

Tools and strategies for continuous self-evaluation and adaptation, ensuring you remain flexible and proactive in your retirement journey.

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