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.
About Ready to Retire Coaching
What
What
What
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:
- One-on-one coaching
- Action plan
- As needed, budget support and referrals to tax advisor and wealth managers
How
What
What
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.
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.
