My Next Phase helps people achieve a meaningful retirement transition with non-financial retirement planning and coaching services.

Membership

Personally-Coached Next Phase Planning

Nothing can assure a personalized outcome better than personal, expert coaching. Your coach is a real person, assigned to help make sure that your planning process addresses your particular needs. All coaches are fully qualified in the My Next Phase process and in assisting people with transitions.

Since your coach will get to know you and your situation, you can use your coach as a personal sounding board, as well as a general transition expert. Only personable, friendly professionals are appointed as My Next Phase coaches. If, however, you are for any reason uncomfortable with your assigned coach, you are welcome to change.

While your membership entitles you to 5 sessions of personal coaching, additional sessions or session bundles may also be purchased. You may also get unlimited general assistance via email from our Ask an Expert staff, simply by clicking the “Ask an Expert” button on any of your Member pages.

Your coach’s mission is to help you succeed in the self-discovery and transition planning process.

Annual Subscription
Introductory Offer: $895 (regularly $1095)

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My Next Phase helps you to retire your way. Using a patent-pending personality-tailored process, we coach members through the key facets of non-financial retirement planning. Ultimately, we help people transition to a meaningful next phase in life.