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STEP & LEAP

Embracing Purposeful Living Through Transformational Travel

Discover the Journey

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The Step & Leap™ program is designed to help you navigate the transition into retirement. Participants embark on a process that empowers them to step into retirement with intention and leap into the next chapter of their lives with clarity and confidence.

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Embark on a journey that ensures a smooth transition into a fulfilling and purpose-driven retirement. With multiple STEP & LEAP engagement options, you can choose the tools, support, and community to thrive in the next phase of your life.

Crafting Your Path to Purposeful Retirement

Identity Portfolio

Skills Portfolio & Learning Diary

Transition Plan

Transformational Travel Readiness Assessment

Social Engagement Plan

Transformational Travel Plan

Step & Leap Engagement Options

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STEP & LEAP programs offer a structured yet flexible approach ensuring that participants not only plan beyond their financial security, but also prepare mentally, physically, and socially for the next phase of their lives.

Wellness Retreat

10-Month Program

3 In-person Sessions

Monthly Self-Guided Programs

Monthly Curriculum

Monthly Coaching 

Lifetime Membership

Man at Work

Executive Program

10-Month Program plus:

Transition of Responsibilities

Stakeholder Management

Communication Planning

Succession Planning

Woman at a Desk

Pace Yourself

Option to Join Retreats

Self-Guided Programs

Coaching Available

Lifetime Membership

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Program Details: Navigating Each Phase of STEP & LEAP

The Step & Leap program guides individuals through a transformative retirement journey in two phases.

Buzz Aldrin's footprint on the moon. Ast

Begin with the rediscovery of your core identity, passions, and purpose in life.  Fold in your lifestyle and legacy plans and begin the next phase of your life with intention.

STEP

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In the LEAP phase, participants focus on integrating their transformative experiences back into their daily lives, ensuring a smooth transition. They update their Retirement Plan based on insights and reflections gained from their journey, aligning it with their evolving goals and aspirations. Additionally, they develop a Continuous Improvement Blueprint to sustain their personal growth, wellness and fulfillment in retirement.

LEAP

Explore the details of each phase below to understand how STEP & LEAP can support your transition into a vibrant and meaningful retirement.

Clearly define your vision and goals, including your desired lifestyle, values, and what you hope to achieve in this new phase of life.
Objectives
Guide participants to clearly define their personal and professional goals for retirement, including their desired lifestyle and core values, to create a solid foundation for their transition. Encourage deep self-reflection to understand personal aspirations and expectations from retirement. Assist in articulating a vision that includes health, hobbies, social activities, and personal development for the retired life.
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Key Learning Activities
Goal Setting Workshop: Participants articulate and prioritize their retirement goals through guided exercises. Vision Board Creation: Helps visualize future aspirations and serves as a constant reminder of their retirement goals. Values Discovery Session: Interactive activities to identify and clarify personal values that will guide retirement decisions.
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Prepare mentally and practically for the shift away from a work-centered life. This might involve reducing work hours gradually, starting new hobbies, and engaging in counseling.
Objectives
Equip participants with the necessary tools and strategies to smoothly transition from an active work life to retirement, emphasizing emotional readiness and practical adjustments. Facilitate mental and emotional preparation for leaving a professional identity behind. Provide strategies for gradually integrating new routines and activities that align with retirement goals.
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Key Learning Activities
Retirement Readiness Seminars: Focuses on the emotional and psychological aspects of transitioning from work to retirement. Practical Transition Planning: Sessions on adjusting daily routines, managing time without work constraints, and gradually introducing new activities. Financial Planning Overview: Ensuring financial strategies are in place for a smooth transition to retirement.
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Build and strengthen social networks that will support you outside of work. Engage with communities, groups, or clubs that align with your interests.
Objectives
Enhance participants' ability to maintain old relationships and build new social connections that enrich their retirement life. Strengthen existing social networks and encourage the formation of new ones around shared interests. Utilize technology and community resources to foster connections that support a vibrant social life in retirement.
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Key Learning Activities
Social Skills for Retirees Workshop: Enhancing abilities to make and maintain friendships in a new stage of life. Community Integration Projects: Encourages joining clubs or initiating community engagement activities that reflect personal interests. Digital Communication Classes: Training on using social media and other digital tools to stay connected.
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Embark on a pilgrimage or similar transformative journey to reflect deeply on your life's achievements and contemplate future aspirations.
Objectives
Encourage participants to engage in meaningful activities that reflect their values and passions, contributing to a sense of purpose in retirement. Promote self-discovery through structured activities like pilgrimages or volunteer work that align with personal values and interests. Facilitate deep personal growth and understanding through reflective practices and community involvement.
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Key Learning Activities
Purpose Exploration Retreats: Guided retreats focused on self-discovery and finding new passions or reaffirming long-standing ones. Volunteer Match Programs: Connecting participants with volunteer opportunities that align with their values and interests. Reflective Practice Sessions: Structured time for journaling and meditation to contemplate life's achievements and future aspirations.
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Integrate the deep values and insights gained during your pilgrimage into daily life. Make decisions and choose activities that reflect these core values, ensuring they guide your actions and interactions.
Objectives
Enable participants to integrate deeply held values into their everyday decisions and lifestyle in retirement, ensuring that their actions reflect their core beliefs. Guide participants in identifying and prioritizing their values during the retirement transition. Develop practical approaches for participants to embody these values in their daily lives, enhancing their overall well-being and satisfaction.
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Key Learning Activities
Values-led Decision Making Workshop: Teaching how to make choices based on identified core values. Lifestyle Design Planning: Creating a daily routine that embodies their values in practical ways. Ethics and Legacy Discussions: Exploring how to leave a positive impact and maintain ethical consistency in retirement.
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Use the personal growth and insights gained to enhance your relationships. Strengthen bonds with family and friends, and form new connections that enrich your life.
Objectives
Strengthen existing relationships and encourage new connections that contribute to a fulfilling and supportive retirement environment. Offer tools and strategies for improving communication and deepening emotional connections with family and friends. Create opportunities for participants to meet and build relationships with like-minded individuals who share similar life stages and interests.
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Key Learning Activities
Relationship Building Workshops: Techniques for nurturing and maintaining strong personal relationships. Conflict Resolution Training: Learning methods to resolve conflicts and enhance communication with loved ones. Social Events and Group Activities: Regularly scheduled activities that encourage social interaction and relationship building.
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Be flexible in adapting your lifestyle according to the ongoing experiences of retirement. Adjust your routines and goals as needed to stay aligned with your evolving interests and capabilities.
Objectives
Provide participants with the skills to adapt their plans and lifestyles in response to the evolving realities of retirement. Develop flexibility in participants to adjust their goals and activities as they gain new experiences and insights. Encourage ongoing assessment and recalibration of retirement plans to ensure they remain aligned with participants' changing needs and desires.
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Key Learning Activities
Adaptive Mindset Workshops: Cultivating flexibility and resilience to adapt to changes during retirement. Goal Review and Reset Sessions: Regular assessments to modify or update retirement plans based on experiences or changing circumstances. Scenario Planning Exercises: Helping anticipate potential changes and plan accordingly.
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Maintain a focus on your physical and mental health. Regular exercise, proper nutrition, continuous learning, and engagement in fulfilling activities are crucial for a vibrant and healthy retirement.
Objectives
Emphasize the importance of maintaining physical, mental, and emotional health as fundamental components of a successful and enjoyable retirement. Educate on health maintenance practices, including physical activity, nutrition, and mental health strategies. Foster a holistic approach to wellness that incorporates physical fitness, intellectual stimulation, and emotional resilience.
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Key Learning Activities
Wellness Workshops: Focused on nutrition, exercise, and mental health tailored to aging adults. Holistic Health Retreats: Periodic retreats emphasizing wellness practices, including yoga, meditation, and wellness education. Mental Fitness Seminars: Courses on maintaining cognitive health, managing stress, and fostering emotional intelligence.
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Why Chose STEP & LEAP?

Holistic
Preparation

Comprehensive support that addresses not just financial planning, but also mental, emotional, and social readiness for retirement.

Social
Engagement

Building and strengthening social networks to ensure a supportive and active retirement life.

Reflective
Practices

Activities and workshops focused on reflection and mindfulness, helping you integrate new insights and maintain a purpose-driven lifestyle.

Transformative
Retreats

Three immersive retreats designed to set intentions, develop new skills, and reflect on transformative journeys, ensuring deep personal growth.

Personalized
Support

Regular coaching sessions and personalized guidance to help you navigate the retirement transition smoothly.

Physical and Mental Well-being

Focus on maintaining and enhancing physical fitness and mental resilience through holistic training and wellness practices.

Skill
Development

Opportunities to learn new skills or enhance existing ones, supporting your journey and tailored to align with your retirement vision and goals.

Community
Building

Creating a network of peers who share similar journeys, providing support and encouragement throughout the program.

Long-term
Adaptability

Tools and strategies for continuous self-evaluation and adaptation, ensuring you remain flexible and proactive in your retirement journey.

Custom
Programs
Available

Looking for something a little bit different?  We can develop a custom program just for you... for your skills and abilities, for your adventure, for your goals, and your aspirations. 

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