Off the Clock, On Purpose

Preparing for life after the world of work

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More than a number…

Most retirement advice starts with a number. But a number can’t tell you who you want to be when the alarm clock stops. Retirement is an identity change, not just a financial one. In this course, we address the whole person – not just the financial questions.

  • Start with your values
  • Practical tools and resources
  • Beyond money to meaning
  • Build a community
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What you’ll walk away with

You’ll build your own retirement plan, one page at a time, in a digital or printable workbook.

  • Clear vision grounded in your values
  • Income and account inventory
  • Medicare and social security planner
  • Design for your weeks and relationships
  • Organization for your estate documents

Now with two options for how to take the course

Self Paced

The self-paced version contains more than 30 hours of video and audio content, a custom workbook, and a customized values assessment using the PVQ-RR instrument. Move at your own pace through all of the content rather than waiting for the pace of the live course.

Join The Self-Paced Course

Live Cohort

Get all of the benefits of the self-paced course plus eight live sessions to build community with other travelers on this journey. Want to know more…check out the eight week journey below.

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The Eight Week Journey

WEEK 1

Why Before What

Learn your values. Apply these as you begin to shape the vision of your retirement.

Week 2

The Numbers Behind The Dream

Begin building your income and expense picture for now and your retirement.

WEEK 3

Logistics of Leaving

Navigating Social Security, Medicare, and gaps in coverage

WEEK 4

Leaping Into The Honeymoon

Planning for the initial – and often most joyful phase of retirement

WEEK 5

When the Shine Wears Off

Preparing for the resources you need when the shine wears off

WEEK 6

Becoming and becoming and becoming

Routines, relationships, and new roles – navigating identity throughout retirement

WEEK 7

Protecting What You’ve Built

Navigating beneficiaries, estate plans, and documenting your wishes

WEEK 8

Your Integrated Retirement Plan

Framing the journey forward

Invest in your dreams

Join now in the style that best suits you!

  • Weekly community calls. These are typically from noon – 1 p.m. eastern on Mondays, although I may reschedule one or two – that will be announced in live class sessions. They will be recorded if you can’t join live. We’ll wrap up on November 23, 2026.
  • Weekly materials to help you get clear on your values, envision your retirement and develop your plan.
  • Printable/digital workbook pages to create your own plan in the format that works best for you.
  • A 30-minute coaching call with Kara for each cohort member
  • A private online course community. Engage if you wish or simply work through the materials on your own. You get both options!
  • A customized values assessment using the PVQ-RR Instrument.

Self Paced Cohort

You get the materials, workbook, private online community, and the customized values assessment. There are no weekly community calls or 30 minute coaching call available for the self-paced cohort.

Join Now

The cohort starts on October 5, 2026!

  
Join Cohort 2
Join Self Paced Cohort

Live Cohort 2 – $149

Self-Paced Cohort – $109

Limited seats available!

FAQS

Plan to attend or watch the recording of the live session each week for one hour and then spend about 2 hours working on exercises and your own reflections. You may certainly choose to spend more time so please assume the two hours is a minimum.

Yes, with a caveat. In order to create a safe space with participants, anyone may, at any time, ask that we stop recording or ask that I edit something out of a recording. So, recorded sessions may be edited to protect confidentiality and participant safety.

No! It’s never too early to begin thinking about financial independence and what that stage of life looks like. Having a plan for financial independence that allows you to leave traditional work can happen at all ages.

No. This course is offered for educational purposes only. The course is designed to support you in working more effectively with professionals in these fields. We will discuss things such as factors to consider when selecting a professional in these areas and how to advocate for yourself with these professionals. However, nothing on this website or in this course should be construed as financial, insurance, tax, medical, or legal advice. You are responsible for acting on this information in partnership with appropriately credentialed individuals in each of these areas.

Yes. If you attend/watch the first two weeks and log in at least two times to the online class site and then decide this is not for you, I will refund your class fee in full. Otherwise, no refunds are offered.

Build your next chapter now!

Join Cohort 2 Join Self Paced Course