Partner Resources


New Directions was founded in 1986 in the belief that senior executives and professionals, along with their families, need specialized and customized help in navigating transitions throughout their careers and when considering alternatives to full-time retirement.

The process helps clients clarify their individual assets, motivations and goals, align results with an actionable work/life plan, and engage in the right next opportunity or a portfolio of activities most fulfilling to them.  Their approach has helped more than 2,900 men and women enjoy new full-time opportunities, corporate boards, consulting and business ventures, non-profit endeavors and other pursuits hardly imaged possible.

New Direction’s website

Portfolio Life: The New Path to Work, Purpose, and Passion after 50





Your life is so much more than a portfolio. And it deserves to be lived that way. With confidence, security and financial freedom through every milestone. To achieve that, successful individuals need more than a financial advisor. You need someone who understands you. A confidant who earns your trust. A collaborator who wants to hear your thoughts, ideas and insights. A professional who can guide you every step of the way. If this is what you’re looking for, you’ll find it at Birch Cove Group.

Birch Cove Group website