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Retirement Planning Begins with the Retirement Success Profile

Retirement coaching begins with the client taking the Retirement Success Profile on-line. This is an assessment survey which gives you a clear picture of how you “stand” on 15 areas you need to think about before you retire, and for the first 3 – 5 years after you retire. These areas include: career reorientation, attitudes about retirement, how self-directed and flexible you are in dealing with change, physical wellness, financial situation, expectations of the quality of life in retirement, spiritual values and sense of purpose, leisure interests, personal development plans, care-giving responsibilities for yourself and others, relationships and getting and staying connected with others, aging gracefully, and replacing the benefits of work. As you can see there’s a lot to think about! Once you take the Retirement Success Profile, a report is generated which gives us an idea of the areas in which you have concerns and gives us a place to begin working together to develop your “on-purpose” plan for your “best” retirement.