You’ve Never Left Success to Chance. Retirement Deserves the Same Strategic Approach
Your finances are set, but what about the rest of your life? The Executive Retirement Programme gives you clarity, structure, and forward momentum to make your next chapter just as successful as your last.
Retirement looks simple on paper. In reality, it’s one of the hardest shifts for executives to navigate.
Work has filled your days for decades: setting agendas, leading teams, and being the one people turn to for answers.
Now, as you look ahead to retirement, the clear diary and quiet phone sound great… mostly.
Golf, long lunches, and finally tackling the “To-do” list will keep you occupied, right?
But you’ve watched other leaders retire, then decline. Or they overcommit themselves with board positions and volunteer roles. As retirement gets closer, you wonder if this could happen to you.
Retirement without a plan can look like:
A creeping sense of, “Is this it?” or “Maybe retiring was a mistake.”
Friction at home — you’re around more, but don’t feel particularly welcome.
Slowly losing your mental sharpness and purpose.
Even successful, intelligent people face challenges in retirement without a clear plan and purpose.
In fact, the psychological shift can be even more difficult for executives who are used to purpose-driven days filled with mental stimulation, decision-making, and leading teams.
Your retirement does not have to involve the decline or frustrations that so many face.
Just like you’ve done throughout your career, you can create a strategic, values-aligned plan and sidestep the challenges of retirement with the right tools and support.
Executive Retirement Planning Programme
An individualised programme to help you strategically plan for retirement. This sets you up for continued impact, health, and fulfilment while avoiding the mental decline or overcommitment that so many leaders experience during retirement.
The Executive Retirement Planning Programme is delivered over three private, 1:1 virtual sessions
Session 1: Foundations & Vision
Define what a purposeful and fulfilling retirement looks like for you. We’ll map your values and legacy plan to set clear priorities for this next chapter. You’ll be prepared for success when the structure and routines of work are gone.
Walk away with insights and 2-3 areas to focus on as you prepare for retirement.
Session 2: Reflection & Momentum
Review your current routines and changes you’ve implemented since the last call. Analyse what is supporting your goals and what needs adjustments.
After this call, you’ll move forward with 3-4 actionable priorities for the next two months, with access to ongoing accountability.
Session 3: Blueprint for Success
Create your 90-day Retirement Blueprint that outlines sustainable habits, structure, and direction. We’ll also create a plan for monitoring and implementing future adjustments as needed.
Start retirement with a clear, strategic 90-day retirement blueprint that aligns with your values and lifestyle.
This Programme is Backed By:
● Neuroscience-informed principles that protect mental sharpness, health, and relationships.
● Individualised strategies, tailored to your goals, personality, and household dynamics.
● Confidential accountability and advice to help you follow through and maintain momentum.
● An optional partner alignment call that gets you and your spouse on the same page early.
Your Retirement Planning Guide: Emma Shears, OT
Hi, I’m Emma Shears, spouse of an early retiree and occupational therapist.
I have seen first-hand (professionally and personally) what can happen when purpose-driven professionals step away from the structure and identity of a high-profile career.
I also have over 20 years of experience in rehabilitation and a Master's degree in Brain Injury Rehabilitation and Case Management. I’ve supported people through massive life changes and helped them design lives that support their goals and health while respecting their preferences and capacity.
Today, I use this same expertise to help senior leaders prepare for retirement. It isn’t easy when the structure disappears, identity is tied tightly to a professional title, and there’s no strategic plan in place.
That’s why I created a programme that blends neuroscience, behavioural design, and practical tools for high-achievers nearing retirement.
My approach is straightforward, confidential, and evidence-informed. I’ve distilled the research and advice to create a clear, practical framework that sets you up for a successful, impactful retirement.
Be intentional about retirement. You deserve it.
Retirement looks simple on paper. In reality, it’s one of the hardest shifts for executives to navigate.
The Executive Retirement Planning Programme follows a proven framework to address the areas most commonly impacted by retirement and the shift from executive to retiree.
Areas such as:
● Routines and structure
● Social participation and relationships
● Impact vs overcommitment
● Flexibility vs structure
● Personal health and well-being
● Identity and role changes
If you’re here, chances are you already know retirement can be a challenge for executives like yourself. When the novelty wears off, you want to have a strategic plan in place that preserves your health and relationships and allows you to build a lasting legacy.
Join the program and book your first call by clicking below. If you have questions before joining, schedule an enquiry call with me here.
FAQ’s
Why should I start this before I retire?
Planning before you retire affords you time to consider different options and scenarios before they become a reality.
In business, you create a strategic plan before any major business transition — not after. Retirement is no different. You COULD step into retirement without a plan, but why not give yourself the advantage here?
What if my retirement plans shift or the plan we create needs to be adjusted?
Should your plans, needs, or priorities change, additional accountability or planning calls can be booked for a fee as needed.
Is there a timeline between sessions 1-3?
This is decided on an individual basis, dependent on your retirement schedule.
What outcomes can I expect?
You’ll benefit from knowing and planning for the potential problems executives face when they retire. You’ll have time to consider what you want retirement to look like, how that plan impacts your family, and how to continue to have an impact without turning volunteer roles into a full-time job.
By the end of this process, you can expect to achieve: clarity on impact and priorities, a weekly routine that runs smoothly, better dynamics at home, stronger health habits, and a practical plan you can measure.
Can my partner be part of the planning?
Yes. I understand that retirement is an adjustment for partners or spouses as well. An optional Partner Alignment call is available if you’d like to work with your partner to plan for your retirement.
Does this retirement planning include financial planning?
No. What I’ve found is that most executives have planned for the financial aspects of retirement, but aren’t sure what their day-to-day will look like. This programme focuses on expectations, values alignment, finding purpose without overcommitting, and avoiding the pitfalls that often happen when shifting from a high-demand job to retirement.
If you need recommendations for financial planners, I can share a few names with you.
Do you work with male and female retirees?
Yes. The programme is designed for anyone who wants to enter retirement with a strategic plan and intentionality so they can enjoy their retirement years while continuing to have an impact.
Do you have a question?
Contact us today to schedule an enquiry call!
— Drop your question in the box and I will get back to you within 48 hours.
Retiring within the next year? Start planning now.
The Executive Retirement Planning Programme is for senior leaders who want to approach retirement with the same strategic clarity they’ve always applied in business.
It’s for executives who:
● Want to continue to have an impact, without overcommitting themselves.
● Have watched peers flounder in retirement and want to ensure they don’t follow suit.
● Understand that being home full-time will impact the entire family.
● Value health and purpose as much as financial security, and want a plan to support it all.
● Strategic leaders who plan ahead rather than wait for problems to appear.
The most ideal time to start this retirement programme is 6-12 months before you retire.
However, if your retirement is imminent or you’ve recently retired, you’ll still benefit from the reflection and strategic planning in this programme.
Success in Retirement Means Planning Ahead
You’ve spent your career being strategic, refusing to leave results to chance. Don’t give up that formula for success now.
Be intentional and strategic about the shift into retirement so you can enjoy retirement with your friends and partner.
