Your Guide to Meaningful Retirement
Guiding Retirement Transitions With Deep Experience
With over four decades of experience, I help individuals and couples manage the emotional, social, and lifestyle changes that come with retirement. My approach focuses on ensuring you maintain mental well-being, strong social connections, and a sense of purpose throughout this transition.
Bio
I’m Doug Mogck, a Certified Financial Planner (CFP) and Certified Professional Retirement Coach (CPRC). After 42 years of helping clients achieve financial independence and retirement security, I am transitioning my Wealth Management practice to my successor.
As founder and CEO of Third Act Adventure, I now guide pre-retirees and retirees through the non-financial aspects of retirement planning. My holistic approach focuses on retirement lifestyle design, addressing key challenges like maintaining social connections, finding purpose after your career, and active aging.
My expertise in retirement transition coaching helps you create personalized retirement wellness plans that go beyond traditional financial planning. I assist individuals and couples in navigating life changes, exploring new hobbies, and volunteering opportunities in retirement.
Through Third Act Adventure, I offer retirement coaching services to ensure your golden years are truly fulfilling, balancing leisure activities with meaningful engagement for a successful retirement journey.
Helping Clients Achieve Fulfilling Golden Years
Through my coaching services, I support clients in building a retirement that is not only relaxing but purposeful and socially connected. Contact me today to schedule a free consultation and begin creating a retirement that truly fits your vision.