Courses & Coaching

Our Courses & Coaching

Get equipped with research-backed insights and tools to unlock the power of place in your life. Feel rooted. Achieve peace-of-mind. Tap into strategies to find a place that fits your future, or enhances your well-being in the place you already call home.

Intro to Place Planning

Take our self-paced introductory course to learn the basics of Place Planning and how it could impact your life.

Develop Your Place Plan

Join a like-minded group to unlock in-depth insights on place, and create your very own Place Plan.

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Meet Your Place Coach

Work directly with a Place Planning expert from the Here team to craft a Place Plan tailored to your future goals.

Book an Exploratory Call

Why is Place Planning important?

Where we live and decide to root ourselves is one of the most important decisions in life. Akin to financial planning, place planning is a discipline of rigorous thinking about one’s life in the domain of where to live and how best to engage where one lives. It incorporates a number of factors, both external and personal, to evaluate and optimize a key area of life that is foundational for healthy longevity.

Words from our organization clients

"For smart insights on choosing the right place to live in the second half of life, I heartily recommend Here’s Place Planning framework and tools."

Richard Eisenberg

Westfield, New Jersey

"There's never a wrong time to explore your right place. Here's Place Planning framework and tools were instrumental for us in making important changes."

Dan Driscoll & Bob Bozek

Pompano Beach, FL

“Finding the right place to live is complex but important. Here’s process for place planning helped my wife & I chart a new course for our next life chapter.”

Peter Balsamo

Athens, Georgia

"There is so much to consider about regarding where to live. Thankfully, Here’s place planning tools and community helped me unlock new ways of thinking and provided valuable encouragement.”

Polly Chandler

SF Bay Area

"Newly retired, I felt adrift and Here delivered structure, clarity, social network, AND hope! I ended with a clear roadmap that I didn't know how desperately I needed."

Joan & Hammond Hendrix

Austin, TX

“Here was instrumental in helping us confidently take control of this next chapter in our life. Practical and accessible concepts for something not easy at all."

Rick & Karen Corcoran

Cincinnati, OH

Place Planning for Organizations

Whether you’re a wealth advisor, real estate broker or life coach, empower your clients with training and resources for them to live a more rooted & connected life through the power of place planning.

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Words from our organization clients

"Where you live shapes every aspect of your life. Here's Place Planning tools empower my clients to make informed housing decisions and thrive in their later years."

Amanda Pettitt

Principal

"Constructing a plan to thrive in your third half is incomplete with adequate and thoughtful consideration for place."

Caroline Brecker

Co-Founder

"While we have long considered how place can impact our client’s financial plans, Here’s place planning framework and tools have been a valuable addition to our planning process."

Meg Stoltzfus