Plan the Retirement Life You Deserve — One Step at a Time

Most retirement planning focuses on your finances, but what about your life? Colleen Schaefgen helps you design a joyful, purpose-filled retirement by guiding you through the

10 key non-financial dimensions that matter most. Whether you're years away or already semi-retired, Colleen’s 1:1 coaching helps you create a personal roadmap for what comes next — from nurturing relationships to discovering new passions and aligning your time and energy with what truly matters.

As a certified coach and Fortune 100 trainer with decades of experience, Colleen brings wisdom, warmth, and practical tools to every session. She works with individuals and couples to assess retirement readiness, clarify values, envision your next chapter, and build a customized plan to make it real — all with a flexible, caring, and results-focused approach. This isn’t just about avoiding the wrong path. It’s about intentionally preparing the

person for the path ahead — so your retirement becomes a fulfilling launch, not a fading finish.

Clarity on What Matters Most

Inspiration to Define Your Future

Guidance to Build a Real Plan

Testimonials for Colleen's One of a Kind Coaching

More Ideas to Enhance Our Planning Process

“Although we're not ready to retire, we've spent a lot of time planning to be financially ready and also talking about some aspects of our lives in retirement, related to our families and pursuing the interests we each have.

Working with Colleen allowed us the opportunity to consider a couple of things that we hadn't yet considered.

Also having a third party ask us questions was helpful so that we were able to hear in a different way how the other person felt about certain aspects of our retirement life. Colleen gave us some ideas to consider that will enhance our planning process.”

-- James and Laura Adams, Maryland

Clarity, Focus, Preparation Led to Achieving My Goal

“I sought Colleen’s expertise as I was seeking employment. As a woman past her forties and out of the workforce for ten years, I struggled defining my skills and creating a focused goal for achieving meaningful employment. Colleen helped me articulate my skills and experiences in a way that made them transferable. She worked in assisting me on building my resumé, drafting cover letters and preparing for interviews.

With her help, I was able to build my confidence and enhance my presentation to effectively achieve employment. I achieved that goal and was hired at a job that was perfect for me within a month of her help. Colleen’s knowledge and experience provided me the tools to be successful.”

-- Jane Hallisy, Ohio

Helpful Ideas and Variety of Options to Explore

“Although we had done a fair amount of planning for our retirement, the most helpful ideas were creating a list of things I want to try in retirement, and the three sizes of bucket lists. I also found hearing about the experiences of Colleen and other retirees in exploring various new activities helpful."

-- Jennifer, Utah

Clarity on Goals and Preparation to Achieve Them

"Colleen is a wonderful coach to me. When we work together, we get right to the point. Colleen is always available to me for on-the-spot guidance and encouragement. She provides tools to help me stay focused on what's important to me. She helps me get clarity on my goals and prepares me for the next step."

-- Eileen Cuttill, Maryland

Guidance to Explore the Questions and Solutions That Are Right for Me

Being clear in what you want in retirement (if you’ve even thought about it) and in life can be a daunting focus. Getting clear about anything can be a challenge as it requires clarity and action.

Colleen has coached me through my career, helping me to see and understand what it was that I was looking for. Voilá, now having mostly retired, I am busier than ever and continuing to grow even in this semi-retired age. I still require focus as my life changes, accepting these changes and seeing how to plan and grow as I continue this journey.

It is helpful and freeing to have someone to discuss and coach me through my questions (which I might not know I even have) and solutions to enjoy the freedom and difficulties that come with retirement and aging. Colleen is a caring, logical and inventive coach and moving into retirement is a big change for which we can all use some guidance. I highly recommend her coaching expertise and believe you will also.

-- Dr. Mary Lou Skelton, Placitas, New Mexico