
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
Plan Your Next Act
Create a Transformative Travel Portfolio
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.
3 In-person Workshops/Retreats
Monthly Self-Guided Programs
Monthly Curriculum
Monthly Coaching
Lifetime Membership
Corporate Programs
10-Month Program plus:
Transition of Responsibilities
Stakeholder Management
Communication Planning
Succession Planning
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.