At Diversified LLC, we believe the most successful retirement plans don’t just answer the question, “Will I have enough?”—they answer the deeper question: “What will my life—and my legacy—look like?”
That’s why we’re excited to announce a new strategic partnership with Beth Petrie, founder of Leadership Excellence Coaching. Together, we’re expanding how we support clients—by integrating non-financial retirement planning into the retirement journey.
Why Legacy Comes First
Retirement is one of life’s most significant transitions. While financial readiness is essential, it’s only part of the picture. True fulfillment comes from being intentional about how you want to live and what you want to leave behind.
Non-financial retirement planning helps you define that vision through five key pillars:
- Purpose: What gives your life meaning beyond your career?
- Identity: Who are you when you’re no longer defined by your professional role?
- Relationships: How will you invest in the people who matter most?
- Structure: What will your days, weeks, and rhythms look like?
- Wellbeing: How will you support your physical, emotional, and mental health?
Meet Beth Petrie
Beth Petrie is the founder of Leadership Excellence Coaching and a certified coach with nearly 30 years of leadership experience. Her distinguished career includes senior leadership roles at both the FBI and Citi, where she developed a deep understanding of high-performance environments, leadership development, and navigating complex transitions.
Beth specializes in helping individuals and couples move through major life and identity shifts with clarity and confidence. Her coaching approach integrates practical strategies with reflective insight, empowering clients to align their decisions with their values on what their next chapter holds for them.
Why Retirement Coaching Matters
Financial planning answers critical questions like: Can I retire? Will my assets support my lifestyle?
But retirement coaching addresses equally important questions: What am I retiring to? How will I stay engaged, fulfilled, and connected?
By combining both approaches, we support clients holistically—ensuring that financial security is matched with personal fulfillment.
It’s Not Just About Leaving Work
Retirement coaching isn’t only for those stepping away from a career. It’s equally valuable for spouses and partners navigating the empty nest transition, couples redefining roles and routines, and individuals adjusting to shifts in identity and purpose.
- It is forward-looking and action-oriented, focused on helping you design what comes next. At the same time, it can open lines of communication, encourage meaningful conversations, and help couples align on their shared vision for the future.
A More Complete Approach to Retirement
Through our partnership with Beth Petrie, Diversified LLC is proud to support a more comprehensive path to retirement—one that integrates financial confidence with life design.
Because a truly successful retirement isn’t just about having enough—it’s about living well, with purpose, connection, and no regrets.
Interested in learning more? Visit leadershipexcellencecoaching.com or call/text 443-842-4242 and email leadershipexcellencecoaching@gmail.com