How I work

A structured process, built around what matters to you.

The work follows Columbia University's 3CP coaching process, adapted from Sue's research for leaders in transition.

  1. 01

    Context

    What's up

    Where you are now, what you hope for, and the values and pressures driving you. Tools: Life Map, Values Exercise.

  2. 02

    Content

    What matters

    Outside perspective from the people closest to you, a clear look at the options, and goals that fit. Tools: Life Wheel, Vision Board.

  3. 03

    Conduct

    What's next

    You pilot new ways of spending your time, track what works, and build accountability that lasts. Tools: Goals and Commitments Plan.

Included in the work

  • A written plan for your next chapter, yours to keep
  • The option of a session with your spouse or partner, because the transition is shared
  • A before-and-after Life Wheel, so progress is measured rather than guessed
  • Short check-ins between sessions

What quietly takes a backseat

Decades of performing and providing leave some things underbuilt.

  1. 01

    Identity beyond the role

    When the title carries most of who you are, stepping back feels like losing yourself. The research is consistent: the more single-minded the career, the harder the landing.

  2. 02

    A calendar someone else built

    For years your day has been structured by clients, teams and staff. Few people plan what replaces that structure, and golf only fills part of it.

  3. 03

    Deal friends and real friends

    Relationships built around the business are real, but many fade when the business does. The ones that sustain you need deliberate attention, and they take time to build.

The research behind the work

What separates the people who land well.

Sue's Columbia research on late-career executives, drawn from the academic literature and interviews with current and former senior leaders, found the same few factors again and again.

“If you diversify identity, have other stuff to care about, and feel love from family and God, your transition will be smoother.”
Former wealth management CEO, interviewed for the research
  • A broader identity

    People who kept roles beyond work, as a parent, athlete, board member or volunteer, report more resilience and satisfaction at every stage.

  • Continuity

    Protecting relationships, health and outside interests while still working makes everyday life better and any transition easier.

  • Starting early

    The executives who had already made the move gave the same advice: begin years before the decision, not after it.

Free readiness check

How ready is your next chapter?

Ten statements, about three minutes, drawn from Sue's research on the executives who land well. You get a score across five areas and the one to work on first.

Take the readiness check

Free · About 3 minutes · Private

Start here

A 30-minute conversation, with no obligation.

Tell me where you are and what you are weighing. We will see whether working together makes sense, and you will leave with at least one useful idea either way.

Your details go only to Sue. By sharing your number, you agree she may call or text you about your inquiry. No mailing lists.