Retirement coaching sessions, run by Round Table’s certified coach Mandy Ahlschwede, are geared toward helping clients design or redefine their ideal retirement experience. The goal of these sessions is to enable clients to embark on or continue their retirement journey with a solid plan. These non-financial sessions are fun and geared toward discovering greater fulfillment, identity, and purpose in retirement.

The package includes the following six sessions, plus optional quarterly reviews.

Quarterly reviews provide individualized follow-up on clients’ personal, avocational, familial, emotional, spiritual, physical, relational, or recreational endeavors.

Financial planning services are bundled with Round Table’s asset management services for clients who meet our minimums.