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.