Off the Clock, On Purpose

Preparing for life after the world of work

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

Join cohort 1

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

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 to get the incredible benefits of the inaugural cohort!

Weekly community calls. These are from noon – 1 p.m. eastern on Mondays. They will be recorded if you can’t join live. We’ll take September 7 (Labor Day in the US) off so our first weekly meeting will be on August 3, 2026 and our final session will be on September 28, 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!
Lifetime access. As an inaugural cohort member you can take the course again at any time in the future. You’ll always have access to the most up to date content.

Join Now

The cohort starts on August 3, 2026!

Join Cohort 1

Inaugural Cohort Pricing – $99

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 1