ThatNextStep
ThatNextStep is a bespoke executive-level planning and coaching program designed to support individuals transitioning from corporate roles into the next phase of their lives—whether that be a non-executive director role, a consulting career, retirement, or a tailored mix of options.
While many people diligently plan for their financial future, few take the time to strategically consider how to live a fulfilling and meaningful life beyond their corporate careers. After the travel is done and the initial freedom is enjoyed, many are left confronting an existential question: “Now what?” ThatNextStep offers a structured space for reflection and intentional planning for that very future.
Engaging in a ThatNextStep program while you're still in a high-energy phase allows you to co-create a personalized roadmap that (re)aligns your goals, purpose, passions, and skills. This roadmap is supported by one-on-one coaching sessions, providing the structure, accountability, and clarity necessary for a successful long-term transition.
As one financial planner I know (who prefers to remain anonymous) once remarked:
"We always know when someone has retired—they start micromanaging their accounts and us. If they were truly engaged in something that inspired them, I doubt they’d have the time!"
ThatNextStep ensures you don’t become that person, helping you craft a next chapter filled with purpose, passion, and meaningful engagement.
ThatNextStep Benefits:
Clarify your next move with a tailored roadmap that aligns your experience, passions, and goals, ensuring a fulfilling next phase.
Step into the future with confidence by transitioning on your terms—not by default—empowering you to make choices that align with your values.
Stay purposeful and engaged beyond the corporate world, avoiding the post-career identity drift and staying aligned with your long-term vision.
Get expert support through one-on-one coaching that keeps your momentum and motivation strong throughout and beyond the transition.
How it Started...
Embarking on a new chapter after a corporate career is an exciting and, at times, daunting transition. Talking with multiple colleagues and friends who have made the transition, many have mentioned a surprising, marked drop-off in focus and purpose, given how they were used to operating and the amount of time they now have to pursue what they really enjoy.
These conversations led me to create a program that utilizes my unique blend of planning and coaching skills to guide and work with you through this pivotal phase, empowering you to navigate the shift with clarity, purpose and confidence.
