What exactly do I get for $97?

Eight guided sessions built around the four cornerstones of the retirement transition, and an interactive digital workbook you complete as you go. When something in it raises a question, you can send that question to your coaches from inside the workbook and a certified coach answers you personally: a real human, not AI and not an autoresponder. Your workbook is yours: we see the questions you choose to send us, nothing else. You finish with a written retirement vision you can hand to any financial plan, including ours. If you would also like a one-on-one session with a coach, that can be arranged separately for an additional fee.

Is this financial advice?

No. Unwrapping Retirement is an educational coaching experience. It covers the whole picture of the transition, including how retirement finances work, but it teaches concepts rather than advising on your situation, and nothing in it is investment advice or a recommendation for you personally. If you want a plan built around your numbers, that is Signature Retirement.

Do I need to finish the course before doing any financial planning?

No, and we want to be clear about this. The course is a companion to the plan, never a prerequisite. You do not need to know what you want before planning starts. Some people take the course first, some alongside the plan, some after they retire. All three work.

What if I'm already retired?

You are exactly who several of our favorite course reviews came from. The transition does not end on the last day of work. Many people discover the identity and purpose questions a year or two in. It is never too late to unwrap this well.

Unwrapping Retirement · Eight sessions · $97

My Retirement Gift

Your Retirement Gift is the picture of the life you want to create after work. As you move through the course, you’ll discover what matters most to you, what helps that life feel possible, and what you can begin enjoying now.

Picture what you’re retiring to. Discover what you want this next chapter to hold, beyond simply leaving work.
Build a life that works on ordinary days. Explore the rhythm, activities, and sense of purpose that make a regular Tuesday feel good.
Strengthen what supports you. Consider the relationships, health, mindset, and financial choices that help you live the life you’re imagining.
Begin before retirement begins. Bring your discoveries together in My Retirement Gift and choose a first step you can take now.

Start the Journey See What’s Inside

Self-paced · Keep it forever · Built by certified retirement coaches

What's inside

Eight sessions. Four cornerstones. One vision.

The course walks the four cornerstones of the retirement transition (and covers the whole picture along the way, finances included), turning what you discover into a written retirement vision.

Guided video sessions

Eight sessions you take at your own pace: honest, warm, and free of hustle-culture cheerleading.

Interactive workbook

Real exercises, not busywork. Your answers build toward your Retirement Vision Plan.

Ask a real coach

Send a question to your coaches from inside the workbook and a certified coach answers you personally. A real human, not AI. Your workbook stays yours: we see what you choose to send.

Your Retirement Vision Plan

A written vision you keep to inform your financial decisions.

The eight sessions

Eight sessions to help you picture the life you are retiring to and take steps toward it.

What Are You Retiring To?
You may know when you want to leave work but still feel unsure what comes next. Start identifying what you want more of in retirement, what you would regret putting off, and what you want this new chapter to hold.
What Will Work Leave Behind?
Work provides more than a paycheck. It can give your days structure, connection, purpose, and a sense of belonging. Discover what you will be glad to leave behind, what you might unexpectedly miss, and what deserves a place in your life beyond work.
Who Are You Becoming?
When your job title no longer introduces you, it can be hard to answer, “Who am I now?” Explore the strengths, interests, and possibilities that are still yours, and challenge the assumptions about aging that may be holding you back.
What Will You Do on an Ordinary Tuesday?
Vacations and special occasions are easy to picture. An ordinary day in retirement can feel less clear. Find the right mix of freedom, rhythm, connection, and activities that make everyday life feel like your own.
Who’s Coming With You?
Retirement can change how often you see coworkers, friends, family, and your community. Consider which relationships you want to protect, what kind of connection truly fits you, and which conversations are worth having before expectations go unspoken.
Will Your Health Support the Life You’re Planning?
It is easy to put health off until a problem interrupts your plans. Focus on what you want your health to help you keep doing, where you have choices today, and how to adapt when life does not go exactly as pictured.
Enough for What?
“Do I have enough?” is difficult to answer when you have not defined what your money needs to make possible. Connect your financial questions to the life you want, identify what matters most to protect, and see where you may have room to adjust.
What’s in Your Gift Now?
You have gathered the pieces, but how do they fit together? Bring your discoveries into a clearer picture of the life you want, identify what supports it, and choose a first step you can take now instead of waiting for retirement.

This is for you if…

Retirement is 1–10 years away and the money plan is further along than the life plan
You recently retired and the days feel emptier, or stranger, than expected
You are a couple who suspects you're picturing two different retirements
You keep asking “what am I going to do every day?” and getting brochure answers

It’s probably not for you if…

You want stock picks or advice on your own portfolio; the course explains how retirement money works, it does not give investment advice
You want someone to hand you a finished life; this is a guided discovery, and you do the discovering
You're looking for a webinar to run in a background tab

One more thing, said plainly: the course is a companion to financial planning, never a prerequisite. You never need to have life figured out before the plan can start.

From people who took it

What course members say.

“Just what I needed”

I thought I had everything figured out. But after starting this course, I realized I had no real plan for how I actually wanted to live in retirement. Unwrapping Retirement helped me connect the dots between what I value and how I want to spend my time. I now have a clear vision that excites me, and a plan to live it out.

David M.

“Feeling more confident”

At first, I wasn’t sure a course could help me with something as personal as retirement. But the way this course is designed, it’s thoughtful, relatable, and practical. It felt like the instructors truly understood what I was going through. The section on relationships and identity after leaving work hit home. I now feel more confident about what's ahead than I ever expected.

Linda K.

“Helped our relationship”

We took the course together and it sparked conversations we didn’t even know we needed to have. It helped us realign on what matters most in this next chapter.

Mary and Jay W.

“Prepare to retire successfully”

Unwrapping Retirement was such an insightful experience. I had been retired for a year and now going back to work. This class has shown me there is a lot to consider and plan for when retiring. I will now be able to prepare for retirement in the future with all the knowledge I have gained thru the class. I recommend this to everyone and even to those who have many years prior to retiring so they can prepare to retire successfully.

Kathy F.

“I highly recommend”

I retired two years ago and wish this course was available at that time! Although already retired, I have still learned tons of valuable information that I have started using to enrich my life. Learning about the four cornerstones was a “wow” moment for me. Each week the series was filled with unique insights to support and enrich life in retirement. I highly recommend the course. Thank you Deana and RC!

Becky B.