Successful Career to a Significant Next Chapter
At Next Chapter Lifestyle Advisors, we are dedicated to helping you craft the life you’ve always dreamed of. Our team of experienced advisors understands that life is a journey filled with different chapters, and we’re here to guide you through each one, turning the page to a brighter, more fulfilling future.
Successful Career to a Significant Next Chapter
At Next Chapter Lifestyle Advisors, we are dedicated to helping you craft the life you’ve always dreamed of. Our team of experienced advisors understands that life is a journey filled with different chapters, and we’re here to guide you through each one, turning the page to a brighter, more fulfilling future.
WHAT WE DO
The Power Behind Your Next Chapter
The Power Behind Your Next Chapter
We help individuals and couples create lives of purpose and fulfillment after exiting a business or career.
Whether someone is selling a company, leaving a long-held professional role, or stepping into a new chapter, we guide them through the personal side of transition: physical, mental, social, and emotional. With a clear roadmap in hand, they move forward with clarity and confidence into a life that reflects their values, goals, and vision.
We empower financial advisors and exit planning professionals by equipping them with tools, frameworks, and support to better serve clients in transition. Our collaborative approach deepens client relationships and helps advisors offer more complete, human-centered guidance—ensuring that life after the sale or career isn’t just financially secure, but personally meaningful.
When couples go through major life transitions, their relationship often shifts too.
Roles, routines, and expectations are redefined. We help couples have the important conversations and design a lifestyle that works for both partners, creating a stronger foundation for their next chapter together.
WHAT WE DO
The Power Behind Your Next Chapter
We help individuals and couples create lives of purpose and fulfillment after exiting a business or career.
Whether someone is selling a company, leaving a long-held professional role, or stepping into a new chapter, we guide them through the personal side of transition: physical, mental, social, and emotional. With a clear roadmap in hand, they move forward with clarity and confidence into a life that reflects their values, goals, and vision.
We empower financial advisors and exit planning professionals by equipping them with tools, frameworks, and support to better serve clients in transition. Our collaborative approach deepens client relationships and helps advisors offer more complete, human-centered guidance—ensuring that life after the sale or career isn’t just financially secure, but personally meaningful.
When couples go through major life transitions, their relationship often shifts too.
Roles, routines, and expectations are redefined. We help couples have the important conversations and design a lifestyle that works for both partners, creating a stronger foundation for their next chapter together.
WHAT WE DO
The Power Behind Your Next Chapter
We help individuals and couples create lives of purpose and fulfillment after exiting a business or career.
Whether someone is selling a company, leaving a long-held professional role, or stepping into a new chapter, we guide them through the personal side of transition: physical, mental, social, and emotional. With a clear roadmap in hand, they move forward with clarity and confidence into a life that reflects their values, goals, and vision.
We empower financial advisors and exit planning professionals by equipping them with tools, frameworks, and support to better serve clients in transition. Our collaborative approach deepens client relationships and helps advisors offer more complete, human-centered guidance—ensuring that life after the sale or career isn’t just financially secure, but personally meaningful.
When couples go through major life transitions, their relationship often shifts too.
Roles, routines, and expectations are redefined. We help couples have the important conversations and design a lifestyle that works for both partners, creating a stronger foundation for their next chapter together.
WHO WE SERVE
Consulting for Financial Advisors, Individuals and Families
WHO WE ARE
Consulting for Financial Advisors, Individuals and Families
Consulting for Financial Advisors, Individuals and Families
Financial Advisors
We partner with financial advisory firms that offer their clients holistic planning.
Exit Planning Advisors
We work with exit planners (CEPAs) to help business owners imagine the life they want to live after the sale ensuring it aligns with their overall exit plan.
Exiting Business Owners
We support owners who are selling their business to envision and plan for life after the sale.
Exiting Professionals & Executives
We help professionals and executives who are transitioning out of their careers to create a road-map for the life they want to life in their next chapter.
Supporting Couples in Life’s Next Chapter
We work with couples who want to strengthen their relationship during times of change and transition.
Contact Us
Get in touch
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Get in touch
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Contact Us
Get in touch
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Contact Us
Get in touch
Fill out the form to get in touch with our team.