Retirement Transition Services

Navigating Life Transitions with Bella Mental Health & Sky Peak Financial

Your Next Chapter Starts Here

Major life transitions—such as retirement or selling a business—aren’t just financial decisions; they’re deeply personal and emotional ones, too. Whether you’re stepping away from a long-standing career or passing the torch of your business to a new owner, these changes can bring excitement, uncertainty, and even a sense of loss.

That’s why Bella Mental Health Services is proud to partner with SkyPeak Financial to offer a holistic approach to life’s biggest transitions. While SkyPeak helps you prepare financially, Bella Mental Health ensures your emotional well-being is supported every step of the way.

A Comprehensive Approach to Your Transition

At Bella Mental Health Services, we understand that transitioning to retirement or selling a business often comes with a mix of emotions:

✅ Feeling uncertain about your identity outside of work
✅ Struggling with the emotional attachment to your career or business
✅ Worrying about what comes next and how to find renewed purpose
✅ Experiencing stress, anxiety, or grief over this major life change

With our expert mental health support, combined with SkyPeak Financial’s guidance, you can move forward with confidence, clarity, and peace of mind.

What We Offer

Together, Bella Mental Health and SkyPeak Financial provide a comprehensive transition plan that supports both your financial security and mental well-being.

1. Personalized Financial Planning with SkyPeak Financial

💰 Retirement planning to ensure long-term financial security
💰 Business succession strategies for a smooth transition
💰 Wealth management and estate planning guidance

2. Mental Health & Emotional Support with Bella Mental Health

🧠 Individual therapy to navigate emotions surrounding retirement or business succession
🧠 Support for redefining purpose and creating a fulfilling next chapter
🧠 Stress management strategies for a smooth and confident transition

Why This Partnership Matters

While many people prepare financially for life transitions, they often overlook the emotional toll that comes with them. We believe that true success in retirement or business succession means preparing for both the financial and mental shifts that happen during these pivotal moments.

By working together, SkyPeak Financial and Bella Mental Health Services help you:

✔ Develop a strong financial and emotional plan for your transition
✔ Reduce anxiety and stress while gaining clarity on your next steps
✔ Embrace new opportunities for joy, fulfillment, and success

Take the Next Step Toward a Confident Transition

Your future should be one of peace, fulfillment, and renewed purpose. Let us help you navigate this next chapter with ease. Please see the packages offered below:

The Clarity Package: Foundational Support for Retirement Transition

Guidance for Business Owners Navigating Retirement’s Emotional Journey

Retirement is more than just stepping away from work—it’s a profound life transition that can impact your identity, purpose, and mental well-being. Many business owners find themselves asking:

💭 Who am I without my career?
💭 How do I create structure and fulfillment in this new phase of life?
💭 What happens to my sense of purpose and connection?

That’s where The Clarity Package comes in. Designed specifically for business owners transitioning into retirement, this package provides the foundational emotional support needed to adjust with confidence, peace of mind, and a clear sense of direction.

What’s Included in The Clarity Package?

✔ 6 Individual Therapy Sessions
💡 One-on-one guidance to explore identity shifts, mental well-being, and life purpose post-retirement
💡 Support in navigating the emotional impact of retirement and potential loss of a loved one
💡 Personalized strategies to help rediscover fulfillment and joy

✔ Retirement Transition Assessment
💡 A deep-dive evaluation of stressors, expectations, and emotional impacts unique to your transition
💡 Insight into the psychological adjustments needed for a smooth and positive retirement experience

✔ Coping Strategies for Loss of Routine & Professional Identity
💡 Develop healthy habits and mental resilience as you adjust to this new chapter
💡 Tools to combat feelings of loss, anxiety, or uncertainty

✔ Post-Retirement Structure & Meaning
💡 Create a personalized plan for maintaining engagement, fulfillment, and purpose
💡 Explore new passions, hobbies, volunteer work, and social connections

Investment in Your Well-Being: $999

🔹 Who is this best for?
✔ Business owners who need initial guidance adjusting to retirement
✔ Those feeling uncertain about identity shifts and life after work
✔ Individuals looking to redefine success beyond their career

The Legacy Package is designed for retirees who want comprehensive emotional support, structured lifestyle planning, and long-term guidance to navigate this shift with clarity and confidence.

If you’re wondering…

💭 How do I find meaning and purpose beyond my career?
💭 How will my relationships and daily routine change?
💭 What steps can I take to reduce stress and embrace this next phase?

This package is for you.

The Legacy Package: Comprehensive Mental Wellness & Planning for Retirement

What’s Included in The Legacy Package?

✔ 10 Individual Therapy Sessions
💡 Personalized support to explore mental well-being, identity shifts, and emotional adjustments
💡 Strategies to maintain purpose, fulfillment, and resilience post-retirement

✔ Personalized Mental Health Roadmap
💡 A step-by-step plan tailored to your unique emotional and lifestyle needs
💡 Strategies to navigate stress, anxiety, and new routines with confidence

✔ Emotional Preparation for Major Lifestyle Changes
💡 Guidance on purpose, relationships, and social engagement in retirement
💡 Support for shifting family dynamics and redefining personal identity

✔ Workbooks & Reading Materials
💡 Expert resources on mindset shifts, financial stress, and psychological adjustment
💡 Practical exercises to help build a resilient and positive outlook

✔ Strategic Goal-Setting for Fulfillment & Community Engagement
💡 Identify and pursue new passions, hobbies, and meaningful activities
💡 Create a structured plan for volunteering, social involvement, or personal growth

✔ Monthly Check-In for 3 Months After Retirement
💡 Ongoing support to ensure a smooth transition and emotional stability
💡 Adjustments to your plan based on real-life experiences post-retirement

Investment in Your Future: $1,999

🔹 Who is this best for?
✔ Retirees who want comprehensive emotional and mental well-being support
✔ Individuals looking for structured guidance on post-retirement purpose
✔ Those seeking long-term strategies to maintain a fulfilling lifestyle

With The Legacy Package, retirement isn’t the end—it’s the beginning of something new, meaningful, and deeply rewarding. Let Bella Mental Health help you embrace this transition with clarity, purpose, and confidence.

The Legacy & Family Package: Strategic Transition & Family Integration Planning

The Legacy & Family Package is designed for those who want comprehensive, structured support while ensuring their loved ones are actively involved in the transition. This package provides the tools, guidance, and expert resources needed to align personal, family, and business goals for a smooth and successful retirement journey.

💭 How will my retirement impact my family dynamics?
💭 How do I communicate expectations and ensure a smooth transition?
💭 How can I balance my personal needs with family and business planning?

This package helps answer these questions and more, creating a clear, harmonious path forward for you and your loved ones.

What’s Included in The Legacy & Family Package?

✔ 12 Individual Therapy Sessions + 3 Family Sessions
💡 One-on-one guidance to navigate the emotional impact of retirement
💡 Family sessions to ensure open communication, clarity, and alignment with expectations

✔ Custom Retirement Transition Plan
💡 A strategic plan tailored to both personal and family adaptation
💡 Helps align your post-retirement goals with family and business expectations

✔ Workbook & Guided Strategic Planning Journal
💡 A step-by-step resource to map out your retirement vision and priorities
💡 Exercises and prompts to guide conversations with your family about the transition

✔ Books on Emotional Intelligence & Family Communication
💡 Expert insights on navigating life transitions, managing change, and fostering healthy communication
💡 Tools for resolving potential family conflicts and strengthening relationships

✔ Consultation on Balancing Personal Needs with Family & Business Succession Planning (in collaboration with SkyPeak Financial)
💡 Guidance on how to successfully integrate personal, family, and financial planning
💡 Strategies for ensuring smooth business succession without compromising personal fulfillment

✔ Monthly Follow-Ups for 6 Months After Retirement
💡 Continued support to ensure a successful transition
💡 Adjustments to the transition plan based on real-life post-retirement experiences

Investment in Your Future & Family Harmony: $2,999

🔹 Who is this best for?
✔ Business owners who want structured emotional support for retirement
✔ Those looking to align personal goals with family expectations
✔ Individuals navigating business succession while maintaining strong family relationships

With The Legacy & Family Package, you don’t have to choose between your personal well-being and your family’s needs. We help you create a smooth, balanced, and fulfilling transition—both personally and professionally.

Your transition isn’t just about finances—it’s about your well-being. Let Bella Mental Health and SkyPeak Financial guide you toward a secure, fulfilling, and confident future.

All packages include mental health counseling for the non-financial aspects of retirement, business succession, and planning. Sky Peak Financial does not provide mental health or financial counseling through these packages. Sky Peak Financial and Bella Mental Health are separate entities, and any advice from Bella Mental Health is independent of Sky Peak Financials services. Financial planning services from Sky Peak Financial are separate and charged separately from Bella Mental Health offerings.