Retirement Coaching

As a Certified Retirement Coach, I can help you reach your full potential and enjoy a more fulfilling retirement life.

I work with you to consider all areas of your life, not just the financial, including social, health and wellness, family, work/career, personal development, leisure and spiritual. A retirement coach helps you uncover your hidden passions, desires, goals and dreams. We work together to discover what your values and beliefs are and re-examine your purpose and behaviors to achieve your vision.

Having a plan and a purpose  helps you live healthier, happier and longer.

Your Retirement Can Be an Exciting New Life Journey!

Explore Your New Retirement - Call or Book an Appointment Today!

Retirement Assessments

Certified Retirement Coaches use tools such as The Retirement Success Profile™ and LifeOptions Profile™ to help  you learn about yourself and your preparedness for retirement. The Retirement Success Profile™ identifies personal strengths and areas of focus across 15 retirement success factors that closely affect retirement transition and planning. If you are already retired it can assist you in looking at aspects of your life and identify strengths and areas you may want to spend more energy on.

The LifeOptions Profile™ assesses retirement readiness across 20 lifestyle and attitudinal dimensions in six life arenas: Career and Work, Health and Wellness, Finance and Insurance, Family and Relationships, Leisure and Social, and Personal Development. This assessment tool is perfect for use in corporate and group workshop settings, and equally appropriate for individual coaching.

Money Coaching / Cash Flow Management Report

As a Certified Cash Flow Advisor, I can assist you in creating a financial plan to meet your present and future financial needs. This is accomplished through a series of steps designed to increase your cash flow to balance priorities and work towards achieving your dreams, goals and ambitions in life.

The Cash Flow Management Report is a customized individual report that assists you in developing an action plan to manage your money, ease financial stress and achieve your financial goals. Within the plan there are steps to meet your desired target for retirement, elimination of debt, emergency fund and bucket list goals.

Contact me to learn how to get your customized 20 page report that outlines a cash management plan designed for you and your lifestyle.

Coaching Packages

Coaching Packages are available to fit your individual needs. Contact me to uncover the best program for you.

Introduction to Retirement Coaching Package 

  • Discover what your retirement will mean for you and how prepared you are for this important life transition. With this introductory coaching program you will take the "Retirement Success Profile" an online questionnaire assessing your level of preparedness for retirement. You will receive a 22 page report that provides a personal inventory to give you detailed information of your overall readiness for personal change and renewal. This report will identify areas of strengths as well as those areas which may need additional energy and focus to transition to retirement as successfully as possible. You will receive a one hour phone coaching session discussing the results of your report.

Deluxe Retirement Coaching Package

This coaching program is a process that will help you uncover hidden passions and plan a more fulfilling retirement. You'll create a plan for your retirement so you'll be better prepared for a successful retirement life! You'll be amazed at how much you will learn about yourself.

This package includes:

  • The Retirement Success Profile Assessment - online questionnaire assessing your level of preparedness for retirement.
  • Comprehensive Report - Individual customized 22 page report that provides a personal inventory to give you a comprehensive picture of your overall readiness for personal change and renewal. Identifies areas of strengths, as well as those area which may need additional energy and focus to transition to retirement as successfully as possible.
  • E-book "The New Retirement Discovering Your Dream - Your Career/Life Planning Guide" or "What Color is Your Retirement- Life Options guidebook to discover, plan and live your retirement dream". Book selection is dependent on which assessment tool we use.
  • 10 Coaching Sessions - Interpretation and review of assessment, and twenty page report summary.  Eight - 30 minute telephone coaching sessions, including powerful questions and emailed exercises. This self-work will help explore your inner self, what is important to you, uncover hidden dreams and purpose to live a fulfilling life.
  • Your Personal Mission Statement and Retirement Life Plan - designed by you to live the life of your dreams! With the encouragement and assistance of your retirement coach you get insight and direction for your future. You will develop an action plan that addresses the areas of life which include Work, Family, Relationships, Personal Development, Health, Leisure and Spiritual. You will learn how to nourish your heart and soul to live a life of renewed energy and vitality!

Comprehensive Retirement Coaching Package

This coaching program is a process that will help you uncover hidden passions and plan a more fulfilling retirement. You'll create a plan for your retirement so you'll be better prepared for a successful retirement life! You'll be amazed at how much you will learn about yourself.

This package includes:

  • The Retirement Success Profile Assessment - online questionnaire assessing your level of preparedness for retirement.
  • Comprehensive Report - Individual customized 22 page report that provides a personal inventory to give you a comprehensive picture of your overall readiness for personal change and renewal. Identifies areas of strengths, as well as those area which may need additional energy and focus to transition to retirement as successfully as possible.
  • E-book "The New Retirement" Discovering Your Dream - Your Career/Life Planning Guide" or "What Color is Your Retirement- Life Options guidebook to discover, plan and live your retirement dream". Book selection is dependent on which assessment tool we use.
  • Four thirty minute phone coaching Sessions - Interpretation and review of assessment, includes powerful questions and emailed exercises. This self-work will help explore your inner self, what is important to you, uncover hidden dreams and purpose to live a fulfilling life.
  • Your Retirement Plan - designed by you to live the life of your dreams! With the encouragement and assistance of your retirement coach you get insight and direction for your future. You will develop an action plan that addresses the areas of life which include Work, Family, Relationships, Personal Development, Health, Leisure and Spiritual. You will learn how to nourish your heart and soul to live a life of renewed energy and vitality!

Cash Flow Management Coaching Package

This coaching program is a process that will help you uncover hidden passions and plan a more fulfilling life. You don't have to be retired for this program, it will work for almost anyone who has an income source. You'll think about your goals and dreams for life and create a plan to help you achieve the life you want. Using a unique proprietary program and tools to create your individual plan you will be guided in creating the life of your dreams. This may also help  you better prepare financially for a successful retirement. Following the plan will create life changing results, reduce stress and help you live your life on your terms.  You'll be amazed at how much you will learn about yourself and how to manage your personal finances for success.

This package includes:

  • The Client Intake form questionnaire, acquiring basic information about you and your lifestyle.
  • A Dream 100 list to help you plan your desired life
  • Personal Cash Flow Management Report - Individual customized 20 page report that provides a personal inventory to give you a comprehensive picture of your overall financial picture and a plan for achieving your desired life goals. Steps and action plan for personal change for success. This program will identify areas of strengths and areas you need to work on and will show you a simple way to improve your personal finances.
  • 5 Coaching Sessions - Interview, intake form, Cash Flow Management Report review, Two Week Follow Up, One Month Follow Up. This self-work will help explore your inner relationship  with money, what is important to you, and uncover hidden dreams. Phone coaching sessions are done in five 30 minute sessions.
  • Your Personal Cash Management Report and Action Plan - designed by you to live the life of your dreams! With the encouragement and assistance of your money coach you get insight and direction for your future. You will develop an action plan that will address your finances. You will learn how to live a life of renewed energy and vitality!

Next Steps...

Call 734-649-1998 to schedule a 30 minute complimentary consultation to see if Retirement Coaching is right for you.