Ask about our Financial Resiliency and Covid Coping coaching programs!
A Great Retirement Starts with Great Insight
Create a clear vision and action plan for your retirement that excites you
Retirement is simple, right? We stop working and start enjoying a permanent vacation. Unfortunately, that is generally not the case. Retirement is a huge life transition and can be confusing and feel empty if we are not fully prepared for it.
In fact, many people experience depression, boredom, and feelings of unworthiness shortly after retirement. It doesn’t have to be that way. Your new phase of life can be extremely rewarding and fulfilling.
A successful retirement is not about an event, it is about a person’s frame of mind---what they want to do, be and have in this next chapter of their lives.
Such a huge life transition requires thought, planning, and preparation. It is not just about the money, it's about your health, hobbies, how you will use your time, what your new routine will be, the people whom you connect with as well as how you keep your mind, body and spirit engaged.
Our 6 month retirement coaching program will help you:
- Explore your current perspectives and emotions on retirement and money in general.
- Maximize your physical, mental, and social energy before and after retirement
- We’ll assess your "Financial Wheel of Life" and "Retirement CARE survey" to determine your “retirement readiness” and see where you want to focus your coaching
- Create an ideal vision of retirement centered on your life purpose and honoring your core values.
This holistic program is designed for people who are fiercely dedicated to their personal growth and who are willing to commit the time and energy to designing the best retirement ever.
During this 6 month program of one-on-one coaching you will:
- Get an assessment of your retirement readiness across several spectrums—financial, emotional, family, health
- Address any concerns, limiting beliefs, and saboteurs concerning retirement
- Design your perfect day, week month in retirement
- Determine a purposeful spending plan that incorporates your vision and examines any risks associated with your plan and how you can mitigate the risks that you can control.
- Learn important retirement rules of thumb to reduce the probability you won’t run out of money
- Discuss your ideal risk personality and your willingness, ability and need to take on risk
- Craft a rich, compelling story of your future retirement and make a commitment to that vision
Learn More
Let us partner with you to help clarify your vision and co-create your journey. Our holistic 6 month package of retirement coaching will get you excited for your journey ahead and reduce stress and worry about your financial, physical, and emotional health in retirement.