Casas Coaching & Consulting, LLC
Cementing Your Legacy & Life Transition/Retirement Vision
Welcome to Casas Coaching & Consulting, LLC (C3), where we provide expert coaching services to help you organize your affairs to prepare your heirs and navigate later-in-life transitions, such as retirement, with confidence and clarity. Together, we will explore strategies tailored to your unique needs, empowering you to thrive and lead a healthy, fulfilling and rewarding life now and into your golden years. Could you purchase a workbook to do this? Absolutely! But when was the last time a book held you accountable? Join us on this journey toward a vibrant and meaningful life and let us help you create your zeitgeist!
Healthy
Social
Benevolent
Meet the Owner
Audrey Casas is a transformational coach and accomplished healthcare executive who empowers clients to take charge of their legacy and life transition plans through a collaborative, client-driven approach. Audrey received her B.S. in Business Administration and Master's in e-Business from the University of Phoenix. She worked in various leadership roles with UnitedHealthcare, Cigna, CHRISTUS Health, and Hospital Corporation of America (HCA) throughout her 30+ years in healthcare. In 2022 she pivoted careers and began her wellness coaching journey by obtaining her certification in health and wellness coaching through Rocky Mountain University. Her company's mission is rooted in enriching and prolonging life through healthy, mindful choices, strategic planning, social connections and benevolence.
Services
1. Legacy Strategy - Establishing a legacy plan is essential for honoring your values and wishes for future generations. A plan provides clarity for your heirs, helping them confidently navigate the future after your celestial exit! Start your legacy journey today via a guided personalized process that includes reflection on values and legacy aspirations, collaboration on strategies to prepare the heir, development of an 'In Case of Emergency (ICE)' toolkit and creation of goals to close the gap between existing and desired outcomes. Upon completion, you will receive your legacy plan + the ICE toolkit in a tabbed 3-ring binder, compact enough to fit in virtually any home safe, PLUS an electronic file. Click on the Legacy Strategy link below to set up your first coaching session today! Typically requires three (3) one-hour coaching sessions.
2. Retirement/Life Transition Visioning - You have a solid financial plan for retirement - now what? Now comes the fun stuff! It's time to create your Life Transition Vision (LTV). Upon reflecting on interests, purpose and values, you will solidify your transitional objectives, motivations, obstacle-mitigation strategies and goals to gravitate from an externally prescribed structure to a self-directed framework that aligns with your vision. We also explore mental, physical and spiritual approaches that positively impact longevity. Upon completion, you will receive your LTV plan, a one-page worksheet to be kept visible as a reminder of your desired future state. Click on the Life Transition Visioning link below to set up your first coaching session today! Typically requires one (1) or two (2) one-hour coaching sessions.
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3. Combo Legacy Strategy & Retirement/Life Transition Visioning - If you are nearing retirement or going through a life transition and simultaneously struggling to create a comprehensive legacy plan that won't leave heirs searching for the proverbial needle-in-a-haystack, then take advantage of both services and click on the Combo Legacy & Transition Vision link below. Typically requires three (3) or four (4) one-hour coaching sessions.
4. Free 15-Minute Consultation - Not sure which service is right for you? Click on the FREE 15-Minute Consultation link to schedule a meeting to learn more about each of these services!
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Coaching services are $75 per hour. Services are billed and payable via Zelle after each session. This is outlined in the contract, which is emailed for e-signature via JotForm after booking any one of the first three services.
About Our Mission
Our Vision
Casas Coaching & Consulting, LLC (C3) is dedicated to collaborating with clients to develop and implement comprehensive, thoughtful retirement, life transition and legacy plans with a unique and personalized approach. C3's goal is to empower clients to make informed decisions and create a meaningful life and legacy for themselves and future generations.
C3 aims to revolutionize non-financial retirement and legacy planning by offering solutions tailored to each client's specific needs. No one-size-fits-all mentality here! Simply put, we create peace of mind, one client at a time.
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Establishing Your Legacy - What will be in Your Dash (-) ?
Videos
We don’t get old because we age, we get old because we stop moving. --Vonda Wright, MD