
Retire with Purpose
Executive Retirement Coach
You’re at the top of your game. So why plan to retire?
Like your career, successful retirement takes planning and intention.

You’re at the top of your game. So why plan to retire?
Like your career, successful retirement takes planning and intention.
Ready to Retire is focused coaching for executives who are considering what life looks like after a full career. Our coaching is structured and goal oriented. It supplements financial planning with deep conversations about purpose and preparation.
Each Ready to Retire client receives:
Ready to Retire coaching helps you answer “What does my best retirement look like?” We create a holistic plan by focusing on three critical areas: finances, purpose, and community.
We currently offer two levels of support:
Partner intensive: accelerator, best if you plan to retire within two years. Foundational coaching: 5-session system for long-term retirment planning.

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.
“Serene has an exceptional ability to hold space and invite reflection. Through our work, I took a huge step forward, engaging a financial planner and getting clear about what I want for my life.“
“My conversation with Serene was thoughtful and clear. For the first time, I understand my current finances and where I need to adjust. It was a huge relief to have a partner in planning for the future.“
“Serene’s astute questions and clear framework for thinking about retirement helped me envision my next chapter and start planning for how to get there.”

(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.
(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.
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.
(August 2025) As a guest on the Glocal Citizens podcast, Serene talked about building a successful retirement life in Portugal.
(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.
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.
