Retirement Coaching

“Retirement Lifestyle” Planning

 “You’re Retiring...So Now What? You’ve been working and planning your entire life to achieve an ideal retirement lifestyle. How will you define your next life chapter?
Whether you are looking towards retirement, already retired or think the word itself should be retired, The Retirement Options© program and Retirement Success Profile© will help you generate options for a successful and enriching retirement life.
Learn how to:

• Identify Your Retirement Strengths & Concerns
• Create a Personal Retirement Mission Statement
• Design your Personal Retirement Options Plan

Sally is a Certified Retirement Coach who can guide you through a proven process to help you better prepare for retirement by examining your attitudes, aspirations and priorities.

The basis is the Retirement Options® program utilizing the Retirement Success Profile© (RSP©) and the Life Options© assessments, developed by Dr. Richard Johnson, Founder of Retirement Options®. The RSP alone has been administered to over 15,000 people with rave reviews.

Retirement Plan Coaching follows a three step approach.

Step 1: You complete your choice of online self-assessment. The RSP which measures your expectations and level of preparedness on the 15 success factors that support a successful retirement; or the Life Options© assessment which looks closely at the six life arenas and helps you plan your priorities in each area.

Step 2: You receive a personalized multi page report based on your assessment results which identifies areas on which you may wish to focus to improve your retirement readiness.

Step 3: Coaching is focused on areas you and your coach choose. You have opportunity to take this information and complete your Mission and Life Purpose Statements to help guide your Retirement Lifestyle choices.

Your choice of:

Retirement Success Profile (RSP) assessment tool and 22 page interpretive report with “The New Retirement” companion book    
Detailed report assesses 15 retirement success factors based on your answers to the 120 question assessment showing where you are in retirement readiness and where you may want to put attention (perhaps with coaching support) to better prepare or to enrich your experience if already retired. The assessment is the premier Retirement Assessment available today. The New Retirement companion book is a treasure for retirement enrichment preparation. One Coaching session included.

Or:

Life Options assessment tool and printed interpretive report with companion book   “What Color is Your Retirement”
Assessment looks in depth at the six Life Arenas (career, health, finances, family, leisure, and personal development). It helps to define your preferences in these arenas, set priorities, put in energy, and what types of activities will bring you more satisfaction whether paid employment or unpaid volunteering, educational activiites, or life enriching hobbies. What Color is Your Retirement, the companion book gives great resources and ideas to help you follow through. One Coaching session included.

Packages and Pricing