Bert’s CASE STUDY

From Fear to Fulfillment — Bert’s Next Chapter​

Exiting Professionals and Executives

You’ve built a successful career. Now it’s time to build the life that follows.​
We support anyone who is invested significantly in their career doctors, attorneys, accountants, corporate executives in shaping a next chapter full of meaning, connection, and clarity.​

Susan Latremoille
Susan Latremoille

Client Profile

Bert, a successful commercial real estate business owner, loved his work and couldn’t imagine life without it. He was passionate about his business, energized by his role, and deeply fulfilled by his career.

The Challenge

The Benefits​

As retirement crept closer, Bert felt a growing sense of conflict.

He didn’t feel done, but he also worried about missing the opportunity to enjoy time with his friends and family. Like many business owners, he was concerned about becoming bored or irrelevant and wanted some professional involvement to feel meaningful. Deep down, he also feared having too much empty time and not knowing how to fill it in a satisfying way.

The Turning Point

The Importance of Your Happiness Portfolio®​

At the encouragement of his financial advisor, Bert agreed skeptically to explore our “Next Chapter Gameplan™ process. He wasn’t sure what he was looking for, but he was open to seeing where the conversation might lead.

Susan Latremoille

Through guided sessions, we helped Bert:

  • Clarify what he truly loved about his work that needed to be replaced somehow and what he had to let go of​

  • Explore flexible ways to stay involved in the business while gaining personal freedom​

  • Surface and address hidden fears, including concerns about unstructured time and overcommitting to a charity he cared about​

  • Envision what life could be like in his next chapter​​

Susan Latremoille

The Outcome

Our Gameplan Process​

Bert began transitioning into a more hands-off role, intentionally passing more leadership to his daughter, who is now thriving in her expanded role. With his new lifestyle plan, Bert

Works only when he wants to — and feels no guilt about stepping back​

Contributes to his favorite charity within clear time boundaries that protect his freedom​

Spends more quality time with his family and friends​

Has built a life that blends purpose, connection, and enjoyment

Our Gameplan Process​

In his words, he’s now “enjoying the best of both worlds.”

Why It Matters

The Benefits​

Bert didn’t need to “retire” in the traditional sense. He needed clarity, confidence, and a new way to define success. With the right plan, he found a way forward that honored both his values and his lifestyle goals — and he’s never looked back

Susan Latremoille

Marianne Oehser