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.