Identify Your Ideal Work-Life Balance
Unsure of how to shape your future? We’re here to be your trusted advisor.
FROM UNCERTAINTY
While you may be ready to leave your corporate role, you are not likely done adding value. Having a guide who can help you to define how you want to spend the time in the future and what you will need to bring that plan to life are critical.
TO CLARITY
An Encore Planning journey begins by creating space and support to envision what matters most in your years ahead. Once you know what you want to be doing, we will help you build the plan and market-facing materials to bring the plan to life.
A Time for Supported Self-Exploration
It’s never too early for an executive to begin planning for their encore.
We’ll help you evaluate what matters most, prioritize your time, and develop a plan that’s best for you, including consideration of board service, consulting, teaching, speaking, community service, volunteering, part-time work, and, of course, leisure.
“With their personalized and very specific coaching, Navigate Forward is a key partner for anybody that wants to fully discover where they go for their encore.”
– RETAIL SECTOR EVP
The Journey to Your Next Chapter
Together with your trusted Navigate Forward advisor, you’ll envision what’s next and what matters most, and then create a plan with the ideal work-life balance.
The Journey Begins
Explore Options
Envision what’s next and what matters most through guided discovery.
Create Encore Plan
Prioritization of ideal work-life balance in considering range of encore activities.
Leverage the Story
Development of professional narrative and materials needed to launch your plan.
Activate Encore Plan
Deployment of specific activities and networking with support along the way.
Launch Next Chapter
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.
Jim Jacobson
SERVICES: LEGACY Planning, which includes encore planning and BOARD READINESS
After many years as a corporate healthcare attorney, Jim Jacobson notified his employer that retirement was on the horizon. Together with this Navigate Forward, Jim created an encore plan to achieve his most important goals. Today, that includes serving on three boards and guest lecturing to law students while prioritizing time for hobbies, travel and family time.
You have questions. We have answers.
Yes! We routinely work with individual self-paid clients who want help defining and bringing their encore to life.
An encore plan can help you to define and initiate the many ways that you want to add value after your corporate career. Those options include: fractional work, board service, consulting, speaking, community service, teaching, leisure, or volunteering
Through the plan, our encore clients prioritize their encore activities and ideal work-life balance. They will also develop the materials and strategy needed to bring this plan to life.
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.