
Retire with purpose
Retiring successfully takes more than money. Learn how Serene Lewis helps build holistic, purpose-filled retirement plans.
Retiring successfully takes more than money. Learn how Serene Lewis helps build holistic, purpose-filled retirement plans.
Retirement coaching is structured, goal-oriented support for people who want to plan what comes after a full career.
Each Ready to Retire client receives:
As a client, you also may access budgeting support and referrals to tax and financial advisors.
Retirement coaching helps prepare you to shift from career to freedom.
Ready to Retire coaching asks and helps you answer “What does being retired look like?” We create a holistic plan by focusing on three critical areas: finances, purpose, and community.
We currently offer two levels of support. The partner intensive is an accelerator, best if you plan to retire within two years. Foundational coaching supports long-term planning for a successful next chapter.
Serene started her retirement coaching practice in response to co-workers and friends asking how she retired early.
Her focused coaching addresses clients’ concerns about being bored, lonely, or financially insecure.
In retirement, Serene explores her new home country, Portugal, with her husband. Her retirement plan includes learning Portuguese and long lunches with friends.
“Serene has an exceptional ability to hold space and invite reflection. Through our work, I took a huge step forward, engaging a financial planner and getting clear about what I want for my life.“
“My conversation with Serene was thoughtful and clear. For the first time, I understand my current finances and where I need to adjust. It was a huge relief to have a partner in planning for the future.“
Serene’s retirement expertise and experience with moving abroad has been featured in the Wall Street Journal (Nov ’23), Experts & Expats podcast (Mar ‘25), Glocal Citizens podcast (Sept ‘25) and more.
“Serene asks good questions that helped me think about my future in a different, productive way. I now have a better idea of what I want my life to look like and what I need to do.”
The best way to see if retirement coaching is right for you is a free, 30-minute call where you can ask questions and learn more.