The Relaxing Retirement Coach Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

The Relaxing Retirement Coach is a financial services firm based in Wellesley, Massachusetts. It runs a coaching program designed to help dedicated savers shift from accumulating wealth to spending with confidence in retirement, aiming to reduce financial anxiety. Drawing on three decades of experience, the program guides clients as they plan the next phase of life, whether they stay in their current field, pursue a new path, or explore more leisurely interests.

Its target audience comprises individuals who have spent years saving and now need clarity on how much they can spend, what they can afford to do, and how to balance goals such as a vacation home or funding grandchildren’s education with long-term security. Positioned within the financial services landscape, the firm emphasizes a coaching approach that combines mindset with practical transition strategies to move from working years to retirement years. The organization operates as a small to mid-sized firm with a focused staff.

Find The Relaxing Retirement Coach employees' phone numbers or email addresses

The Relaxing Retirement Coach Global Highlights

Location
Employees

North America
9

Minus sign iconPlus sign icon
  • United States Of America
    9

The Relaxing Retirement Coach's Leadership

  • Stylized image of a person
    R. S.
    Partner
    Phone icon
  • Stylized image of a person
    T. M.
    Member Relations Director
    Phone icon
  • Stylized image of a person
    K. O.
    Member Account Specialist
    Phone icon
  • Stylized image of a person
    L. M.
    Financial Planning Analyst | Helping Dedicated Savers Transition To The Life They’ve Earned Free Of
    Phone icon
  • Stylized image of a person
    C. P.
    Marketing Intern
    Phone icon
  • Stylized image of a person
    P. S.
    Assistant
    Phone icon
  • Stylized image of a person
    J. H.
    Integrator And Director Of Operations At The Relaxing Retirement Coach, Inc
    Phone icon

The Relaxing Retirement Coach Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from The Relaxing Retirement Coach

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. S.
    Partner
    Phone icon
    UNITED STATES
    Apr 22, 2024
  • Stylized image of a person
    T. M.
    Member Relations Director
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    K. O.
    Member Account Specialist
    Phone icon
    United StatesMassachusetts
    Oct 26, 2025
  • Stylized image of a person
    L. M.
    Financial Planning Analyst | Helping Dedicated Savers Transition To The Life They’ve Earned Free Of
    Phone icon
    United StatesMassachusetts
    Oct 26, 2025
  • Stylized image of a person
    C. P.
    Marketing Intern
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    P. S.
    Assistant
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    J. H.
    Integrator And Director Of Operations At The Relaxing Retirement Coach, Inc
    Phone icon
    United StatesMassachusetts
    Apr 16, 2026

Frequently Asked Questions

What is The Relaxing Retirement Coach known for?

Minus sign iconPlus sign icon
The Relaxing Retirement Coach was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 80 William Street Suite 260 Wellesley, Massachusetts 02481 United States. Explore The Relaxing Retirement Coach's company overview page for more information.

What is The Relaxing Retirement Coach's most common email format?

Minus sign iconPlus sign icon
The Relaxing Retirement Coach employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Relaxing Retirement Coach email formats with LeadIQ.

How many employees does The Relaxing Retirement Coach have currently?

Minus sign iconPlus sign icon
The Relaxing Retirement Coach has approximately 11 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are The Relaxing Retirement Coach's key employees and leadership?

Minus sign iconPlus sign icon

As of February 2026, The Relaxing Retirement Coach's key employees include:

  • Partner: R. S.
  • Member Relations Director: T. M.
  • Member Account Specialist: K. O.
  • Financial Planning Analyst | Helping Dedicated Savers Transition To The Life They’ve Earned Free Of: L. M.
  • Marketing Intern: C. P.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.