A series of five, one-hour Mentoring sessions that will increase your self-knowledge and help you create and live a life that is meaningful to you:

  1. Strengths (Where I am Now)
  2. Roles (Where I came From)
  3. Values (What’s Important to Me)
  4. Ages & Stages (What Lies Ahead)
  5. Connections (The World Around Me)


After the euphoria of reaching financial independence has worn off, many of us feel some unexpected emptiness. The freedom and lack of “have-to’s” is wonderful of course, but if you have been self-motivated and goal-oriented, the lack of a clear reason for being can be unsettling. Or maybe you are feeling burned out and long to find new motivation for getting out of bed in the morning. You are not alone; as your Mentor I have walked this walk and am here to support you. Research into happiness, healthy living, mindfulness and making a difference in the lives of others has led to numerous practical tools that you now can finally make time to apply to your own life.


I have organized a number of readings, videos, and worksheets that helped me get over my post-retirement slump.  We’ll talk about them in a series of five, one-hour calls (either by phone or Skype), that you will schedule yourself on-line.  I ask you to book all five before we start; two weeks between calls is ideal, but if you need to work around other commitments that is fine too. In addition to this phone time, you will need about eight hours in between calls to read, watch, write, ponder and do things.


  • A better understanding and appreciation of who you are now – your Strengths and Values
  • The experience of trying new things, and choosing which ones work for you
  • Acceptance of, and gratitude for, what is.
  • Greater ease in making decisions
  • Closer connections to people who make you feel good.
  • A workable plan for how you want to spend your days, weeks, months and years, and confidence in your ability to change and improve it as you go along


There is no charge for our initial get-to-know each other telephone session, or for a final session one month after the fifth session, where you will let me know how things are going, ask any follow-up questions you may have, and give me feedback on what did and did not work well for you.

The fee for the five telephone sessions  is $1,000, payable in advance. This includes the five Mentoring sessions; a Clifton Strengths-Finder Assessment; my time to review your various worksheets before each call; and touch-base e-mails in between sessions. If at any time you are unhappy with your progress and want to stop, I will immediately give you a refund for any unused sessions. You will also have some modest expenses for things like journals, project supplies, etc., all of which will be of your own choosing.

Doing this with another person can be wonderful – you can help energize each other to keep moving forward. The second person could be your spouse/life partner, or a good friend who wants to do this with you. The content and number of sessions will be the same, but each phone call will include all three of us, and be extended to 1-1/2 hours to allow personal talking time for each of you. The fee for two people is $1,800, payable in advance.

QuoteLeftthe time spent working with you has been very rewarding and enlightening, and has helped me to begin, for the very first time, to have some sort of actual picture of what my “beyond-enough” life might look like….and I like what I see!”

– Russell W.  Philadelphia


QuoteLeftThe delicate balance of mentoring someone is not creating them in your own image, but giving them the opportunity to create themselves.”

– Steven Spielberg

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you are interested in
Retirement Life Planning

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Nancy is the ultimate retiree whisperer! Her mentoring is really working for me. I’m now an “encore career enthusiast” – after retiring from full-time financial planning to a meaningful part-time career plus lots of other fun stuff.

– Kathleen Rehl, Ph.D., CFP®, CeFT™ Saratoga, N.Y.


QuoteLeft Inspiration is a tool and a trap. If you’re going to be inspired by someone, be inspired by people who have been exactly where you are now.

– Douglas Copeland

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