Yes—this is exactly what Module 5 (Relationship Transition) addresses. Common scenarios:

One partner ready to retire, the other wants to keep working

Different visions for retirement (he wants to travel, she wants to stay put)

Money anxiety from one or both partners

Concerns about too much togetherness

The program provides frameworks for having productive conversations, aligning on shared vision, and compromising on differences.

For couples with significant misalignment, we strongly recommend Tier 4 (Couples Intensive) where both partners participate in coaching sessions together.

Many students have told us the relationship module alone saved their marriage or prevented a future crisis.

Ideal timing is 6-24 months BEFORE you retire. This gives you time to:

Assess your true readiness (financial, psychological, relational)

Close any gaps before pulling the trigger

Negotiate phased retirement or better severance

Build portfolio career income streams while still employed

Prepare emotionally and practically for the transition

Avoid the costly mistakes most people make

However, the program also works if you've recently retired (within 6-12 months) and are struggling with the adjustment. Module 6 specifically addresses first-year challenges.

If you're 3-5 years out? Even better. The earlier you start planning, the more strategic your exit will be.

Tier 1 (Self-paced):

Core content: 15+ hours of video

Exercises and implementation: 20-30 hours

Total: 8-12 weeks at 3-4 hours/week

Lifetime access, so go at your own pace

Tier 2 (Guided Transition):

6-month structured program

4-5 hours/week including group coaching sessions

Bi-weekly coaching calls over 6 months

Accountability keeps you on track

Tier 3 & 4 (White-Glove/Couples):

12-month comprehensive support

Private coaching sessions spread over key milestones

3-4 hours/week for coursework

Includes pre-exit, transition, and post-exit support

Bottom line: This is the most important transition of your life. It's worth dedicating 3-5 hours per week for a few months to ensure you get it right.

If you can't dedicate a few hours per week to planning a 30-year transition that involves your entire life savings, identity, and future happiness, you're probably not ready to retire yet.

That said, the program is designed to be efficient. The video lessons are concise and actionable. The templates save you time. And the clarity you gain will save you dozens of hours of anxiety, research, and mistakes.

Think of it this way: You spent 40+ hours/week for 30+ years building your career. Spending 50-75 total hours planning your exit is a tiny investment with a massive return.

The program is online and accessible from anywhere. This allows you to:

Learn at your own pace, on your own schedule

Access content 24/7 from any device

Rewatch lessons as needed

Connect with peers nationwide (not just your local area)

Attend coaching sessions from home

Tier 2-4 includes live online coaching sessions via Zoom (small groups or private 1:1).

We occasionally offer in-person alumni retreats (optional) for networking and deeper connection, but the core program is digital for maximum flexibility.

If you can check email and watch YouTube, you can navigate this program. Our platform is simple and intuitive:

Click to watch videos

Download PDFs and templates

Join community discussions

Attend Zoom coaching calls (if applicable)

We provide setup instructions and technical support. And our community includes many "non-tech" professionals who navigate it just fine.

The program is optimized for ages 55-70, but if you're planning to retire within 3-5 years (at 55-57), you're a perfect fit. Early planning is actually advantageous.

However, if you're 52 and planning to work until 65-67, you might be too early. Save the program for when you're within 5 years of your target exit date.

The program is designed for accomplished professionals of any gender. While we acknowledge that men often struggle more with identity loss (statistically true), we address challenges that affect everyone:

Financial security (universal)

Purpose and meaning (universal)

Relationship dynamics (affects couples regardless of gender)

Health and longevity (universal)

Social connection (everyone needs it)

We have many successful female students, and the content addresses issues specific to women, including:

Longer life expectancy (financial planning implications)

Often retiring earlier to care for aging parents or grandchildren

Different social connection patterns

Career achievements being undervalued

Bottom line: If you're an accomplished professional considering retirement, this program is for you regardless of gender.

The program is optimized for professionals earning $100K-$400K+, but if you're at $75K and have built solid retirement savings ($300K+), the content still applies.

However, if $1,997-$9,997 feels like a financial strain, you might be better served by less expensive resources. We don't want anyone going into debt for this program.

That said, if one better decision (Social Security timing, severance negotiation, withdrawal strategy) saves you $20K-$100K, the program pays for itself regardless of your income level.

Absolutely. Module 2 includes specific pathways for business owners:

The Strategic Exit (selling your business)

The Portfolio Career (staying involved but reducing hours)

Succession Planning (transitioning to next generation)

Business owners often have MORE complex transitions than corporate executives:

Your identity is even more tied to your business

Exit planning requires years, not months

Tax implications are significant

Emotional attachment to what you built

Concerns about employees and legacy

Many of our most successful students are business owners who used the program to plan their exit strategy and transition to their next chapter.