Retire with purpose
Retiring successfully takes more than money. Learn how Serene Lewis helps build holistic, purpose-filled retirement plans.
About Ready to Retire Coaching
What
What
What
Retirement coaching is structured, goal-oriented support for people who want to plan what comes after a full career.
Each Ready to Retire client receives:
- One-on-one coaching
- Decision framework
- Action plan
As a client, you also may access budgeting support, moving abroad intel and referrals to tax and financial advisors.
Retirement coaching helps prepare you to shift from career to freedom.
How
What
What
Ready to Retire coaching asks and helps you answer “What does being retired look like?” We create a holistic plan by focusing on three critical areas: finances, purpose, and community.
We currently offer two levels of support. The partner intensive is an accelerator, best if you plan to retire within two years. Foundational coaching supports long-term planning for a successful next chapter.
Who
What
Who
Serene started her retirement coaching practice in response to co-workers and friends asking how she retired early.
Her focused coaching addresses clients’ concerns about being bored, lonely, or financially insecure.
In retirement, Serene explores her new home country, Portugal, with her husband. Her retirement plan includes learning Portuguese and earning her WSET 2 wine certificate.
Seen & heard
Wall Street Journal
(November 2023) Looking forward to retirement, Serene was featured in the annual food and wine edition of the WSJ, where she talked about buying a retirement home on a vineyard.
Experts & Expats podcast
(March 2025) Meet Serene and her husband Cliff when they were invited to they share about their adventures in retiring and moving to Portugal on Experts & Expats.
Evolution/Revolution podcast
In July 2025, Serene joined the host of Evolution or Revolution to talk about taking time to plan for retirement and taking care of your future self today.
Glocal Citizens podcast
(August 2025) As a guest on the Glocal Citizens podcast, Serene talked about building a successful retirement life in Portugal.
Money Tales podcast
(September 2025) Tune in to this intimate conversation about money, where Serene talks about a lifetime of money experiences that shaped who she is today.
Let’s talk!
Learn more with a quick call
The best way to see if retirement coaching is right for you is a free, 30-minute call where you can ask questions and learn more.
