Third Act Design Lab
Create your most fulfilling chapter yet
You’re eager to leave the corporate world, and you still have energy within you to start something new. But what?
This is a design project. So let’s design it.
You have a handle on your finances; now let’s now design a life filled with purpose and connection. This plan is important, and it will benefit from creative exploration.
In the Third Act Design Lab, you’ll explore the non-financial aspects of your 3rd act, from values to location to health to your support team.
Making plans that stick will require new skills: what got you here won’t get you there.
You’ll discover ideas you hadn’t considered and find inspiration, resources, and referrals. You’ll create an action plan for the life you want. And you’ll have details that will help your financial advisor create a more accurate plan for you and your family.
It will take a few months, and there will be homework. As you implement your plan, I’ll be your accountability buddy. It’ll be fun.
If you are partnered and you want these plans to stick, bring your partner.
What we can create together
Enhanced self-awareness and clarity
Understand your current satisfaction levels, values, interests, and strengths. This will give you a clear picture of your starting point and guide future decisions.
Purposeful and aligned vision
Develop a vivid, detailed vision of your third act, ensuring your actions and goals align with your values and what truly matters to you.
Actionable and prioritized goals
Narrow down your priorities and commit to specific actions, creating a structured plan that drives purposeful progress toward your third act.
Stronger relationships and support networks
Assess and enhance your personal and professional relationships, ensuring a supportive and aligned network.
Holistic well-being
By identifying and implementing healthy habits and addressing concerns, you can boost your overall well-being to take on the activities you love most.
Tailored living and lifestyle choices
By deeply considering living arrangements and lifestyle needs, you’ll make informed decisions about where and how to live, ensuring your environment supports your goals and relationships.
Proactive and sustainable planning
Create a detailed action plan with clear goals, names, and dates, regularly revisiting and adjusting plans to stay on track, ensuring long-term success and a meaningful non-financial legacy.
“This was a very good experience for me as I think about moving away from my current job to something different and planning for the next ten years. I would highly recommend Shelley for coaching. There were many components to planning that I had not given any thought to, and it was helpful to go through this program as I now have new tools and new framing for some of my planning.”
—Laura