As a Certified Retirement Coach, I am trained to administer 2 different retirement assessments. Upon completion of the assessments, I will then coach specific areas that need more work in your transition to retirement.
The Retirement Success Profile™ identifies personal strengths and focuses around 15 retirement success factors that closely affect retirement transition and planning.
The 15 Retirement Success Factors:
- Career Reorientation
- Attitude Towards Retirement
- Personal Empowerment
- Health and Wellness
- Financial Preparedness
- Present Life Satisfaction
- Projected Life Satisfaction
- Life Meaning
- Enjoyment of Leisure
- Personal Adaptability
- Spiritual Development
- Care Giving Responsibilities
- Relationships
- Sense of Personal Identity and Authenticity
- Replacement of Workplace
Upon completion of the Retirement Success Profile™, you will receive a comprehensive report outlining the results of your retirement assessments. The report provides very personal data unique to you and measures where you are in your preparation for retirement. The Life Options Profile™ assesses retirement readiness across 20 lifestyle and attitudinal dimensions in six life arenas.
The Six Life Arenas:
- Career and Work
- Health and Wellness
- Finance and Insurance
- Family and Relationships
- Leisure and Social
- Personal Development
Upon completion of this assessment, you will receive a personalized report that indicates your areas of preparedness and identifies gaps providing a functional blueprint for retirement planning and transition.
The Life Options Profile™ provides you with a personal, practical and relevant self-portrait of your lifestyle needs. It also provides insights on transitioning from your current lifestyle to your new retirement lifestyle.
Here’s how you can work with me:
- You purchase the retirement assessment of your choice (through me), take the online assessment (where the results are sent to me), and book your first coaching session.
- I interpret the results and prepare for our 1st coaching session where I give you the overview of your results.
- You experience your first coaching session-where I explain the overall results of the assessment., and we begin a succession plan.
- You book subsequent sessions as a direct result as to which areas you’d like to begin coaching on where work is needed to begin the transition.
Single Sessions
| Type | Price |
| Assessment | $75 |
| Assessment Interpretation (AI) | $175 |
| Coaching Session | $175 |
Retirement Packages
| Package | Includes | Coaching Sessions | Price |
| A | AI | 1 | $375 save $50 |
| B | AI | 3 | $675 save $100 |
| C | AI | 6 | $900 save $175 |
If you feel stuck or find there is a gap between where you are and where you want to be in your retirement, I can provide you with the steps to get there.