Add Value Beyond Your Corporate Career
Unsure of how to shape your legacy? We’re here to be your trusted advisor.
FROM INTENSITY
After decades of leadership, it can be difficult for seasoned executives to picture what a fulfilling retirement or next step entails. Few want to leave an active corporate career without a clear plan for how you’ll spend your time, leverage your skills, and continue to add value.
TO INTENTION
Legacy Planning in the final months of your tenure will help you envision a future that combines your personal passions with your leadership skills and experience, at a pace that fits your desire for work-life balance.
A Once-in-a-Career Opportunity
Now is the time to work on your legacy plan. Guidance from your custom-matched consultant will help reduce the stress and uncertainty that often accompany a retirement or departure decision.
Our team will help you explore your encore options to identify the ideal work-life balance, and we’ll provide support and guidance through the uncharted territory of leaving well.
“Think about what the next transition looks like, whether it’s different employment, retirement, entrepreneurship, and be intentional about it. I feel really confident about the next season.”
– HEALTHCARE CEO
Our Suite of Legacy Planning Services Ensures You Leave Well
With seasoned peer-level counsel from Navigate Forward, you’ll consider your future, where you can go and how you’ll get there, and what you’ll need to do to prepare for your departure. As you define your departure plan, you’ll receive and benefit from our Encore Planning and Board Readiness services.
Departure plan
Identifying departure details, reflecting on career highlights, and planning a celebratory exit.
Let Us Be Your Trusted Advisor
What sets us apart is what makes us best suited for you.
An Exclusive Focus on Executives
Our expertise lies deep. Over the past two decades, we have developed a proven methodology, set of tools, and level of support ideally suited for senior-level leaders.
Industry-Leading Client Service
We are relentlessly dedicated to providing the highest level of service in the industry, offering highly personalized services versus taking a one-size-fits-all approach.
Concierge-Style Coaching
In our unique model, each client is carefully matched 1:1 with a lead consultant, with support from a bench of subject matter experts, to provide a custom experience.
High Caliber Consultants
Our advisors are seasoned, senior-level leaders who provide peer-level guidance, compassion, and candor that has been carefully honed over time.
Outcome-Based Support
At Navigate Forward, we deliver outcomes rather than focusing on time-based support. No time limits, only smooth, successful landings.
Cathy Pace
SERVICES: LEGACY PLANNING
A 46-year tenure with Allegacy Federal Credit Union made Cathy Pace’s transition to retirement difficult to picture. On the advice of another recently retired CEO, she turned to Navigate Forward and began a Legacy Planning engagement that helped her create a “strategic life plan” with new ways to leverage her time, talents and passions in her next chapter.
You have questions. We have answers.
Yes! We work with individual, self-paid Legacy Planning clients.
A Legacy Planning engagement includes both our Encore Planning Support and our Board Readiness Services.
It is ideal to start working on your Legacy Plan 12 – 18 months before you plan to retire. In our experience, it takes approximately that long to define your future and land a compensated board seat.
Contact Us
Moments of transition can be emotional and complex. With a trusted advisor by your side, you’ll have the clarity and confidence to discover your compelling path forward.