The Retirement Readiness Coaching Process

We will work together through any or all of the non-financial aspects of preparing for retirement such as the following:

  • Determining if you are psychologically ready to retire, through a series of targeted discussion topics.

  • Assessing with you what your interests, transferable skills, personality traits and values are at this point in your life.

  • Helping you to decide what you want to do...continue to work full-time, work part-time, start a business, travel, or ???

  • Exploring with you resources in the area to support your decision.

  • Making a retirement timeline to ease you into the transition.

  • Referring you to qualified financial planners in our area if assistance in this field is needed.