Services

My goal is to help clients achieve and optimize the results they desire. For individuals, this means a happy and meaningful life in retirement. For firms, it means timely, effective and respectful retirements, client transitions, and leadership succession for partners and executives. It also means better mentoring and sponsorship to develop, retain and advance legal talent.

My unique perspective and expertise allow me to offer clients customized advice based on a strong foundation of knowledge and experience in these areas. I also recognize the importance and value of innovation and creativity. So my approach emphasizes both best current practices and sensible, carefully considered innovations.

In addition to legal professionals, my clients include individuals and organizations in finance, accounting, health care, technology, academia, management consulting, government and business.

Consulting

• Helping professional firms, associations and other organizations to

  • Support and facilitate partner and executive retirement, leadership succession and client transitions.
  • Enhance workplace mentoring and sponsorship, both informally and through effective programming.

Mentoring, Sponsorship and Coaching

• Serving individuals as a retirement mentor and coach.
• Facilitating effective mentoring and sponsorship programs and relationships.

Speaking

• Giving keynote, informational and inspirational presentations at retreats, professional meetings, women’s conferences and other settings.

Training

• Presenting programs on retirement topics, including:
  • Having productive retirement conversations with senior partners and executives.
  • Normalizing retirement and succession in your firm.
  • Designing and transitioning into an ideal retirement.
  • Retirement and longevity: planning for a 100-year life.
  • Retirement planning for you and your spouse or partner.
  • What comes next? Creating your next act.
  • Letting go and moving on.
  • Retirement and Gender: Different challenges for women and men.
• Conducting workshops on all aspects of mentoring and sponsorship.