Mountains

Courses

In the busy years of work, raising families and caring for aging parents, we can forget what brings us joy. The “Choose Joy” online course helps you discover the three keys to living well in retirement. Join others who share your passion for looking for the good – people committed to creating a plan to invest their time in retirement with joy and meaning.

WHO CAN BENEFIT?

Prospective Retirees

Creating a game plan for retirement before you retire is an ideal way to make your transition into post-career life smooth and joyful. It’s also a practical way to determine how much money you’ll need. When you define how you choose to spend your time you’ll know how you’ll spend your money.

Current Retirees

There’s often an initial honeymoon phase in retirement where savoring relaxing time is fulfilling enough. But later, many people want some guidance in structuring their time, so they experience more purpose and connection. Creating a plan to live with more joy and meaning improves your health and quality of life.

Wealth Management Advisors

Time and money are two of the most important resources in retirement. Wealth management advisors help clients invest their money. I help people create a plan to invest their time in retirement. When people define how they want to spend their time in post-career life, you can guide them to understand the money they need for their chosen life. Together, we can offer clients the peace of mind they seek in retirement.

Ready to Choose Joy?

Try the Free Webinar Now!

Plan to Choose Joy: Three Keys to Investing Your Time in Retirement

Discover the step-by-step process to creating your “Plan to Choose Joy” in retirement. Learn how to structure your time with the essential elements of a healthy and joyful life -- engaging your mind, moving your body, and nurturing your relationships. Find out how to create new relationships, stay healthy and find meaning in retirement.

40 Bonus Hours: Reinventing Your Work Identity in Retirement

We often think of retirement as a time to relax, since we no longer have to work that classic 40-hour work week. While the honeymoon of new-found time is exciting, most of us soon want more structure and meaning in retirement. How do you want to make the most of your 40 bonus hours each week? Discover three keys to creating a post-career life that’s engaging, active and joyful. (Available as 4-part series or 1-hour overview)

Retirement Accountability Circles

Retirement Accountability Circles are a safe, supportive space to help you follow through on your Plan for Joy in retirement. Through facilitated conversations, exercises, and ongoing encouragement from others in the same life phase, you’ll gain the momentum to achieve your chosen retirement plan. These small groups of 4-8 people meet live online or in-person for monthly, 75-minute sessions. (Prerequisite: Must attend a workshop or complete 4 coaching sessions prior to joining a circle.)

To book a workshop for your group or to learn about upcoming workshops, click here.

WHAT CLIENTS SAY

Mountain Fog

Beth Picard, newly retired

The retirement workshop and ongoing Accountability Group are excellent. Babs is approachable, intelligent, non-judgmental, and realistically positive. She doesn’t force, rather teaches people to come to their own conclusions about what is best for them.

Misty Slopes

Linda Kelley, newly retired

Babs was goal-oriented and focused. She provided a very supportive environment - allowing everyone to feel comfortable expressing their thoughts/feelings. If one of the participants was dealing with a particularly difficult issue in their life, she made time for them to discuss it. She used a variety of techniques which were very effective - guided imagery, partnering with another person to complete a task, time alone for thinking and writing, including all participants. She also brought many of her personal experiences to the sessions

Steep Mountains

Nancy Hupp, pre-retirement

The retirement workshop helped me prioritize time to think and plan, find resources, create a community around shared concerns. This wouldn’t have been possible without Bab’s guidance. She not only guided the conversation and suggested resources, she gently pushed us to create small, attainable goals