Pre-Retirement Coaching: Sample Exercises


Throughout my career as a psychologist, I treated many people who found themselves dissatisfied with their life in retirement.  They had given little thought to the magnitude of this transition and their aimlessness was palpable.  It struck me that a handful of preparatory discussions before they retired might have saved them from significant discomfort not to mention months of counseling.  So, I developed very brief pre-retirement coaching programs to help late career professionals and business owners plan for the head and heart side of their next chapter.  The attached video outlines three of the many exercises I use with clients.  More information can be found at

Updated: May 4, 2023

About the author
Larry Gard of Hamilton-Chase Consulting is a member of XPX Chicago

I provide brief pre-retirement coaching to help your clients transition to a satisfying next chapter. Please visit