Rumor has it that individuals spend more time planning a two-week vacation than they do planning for the non-financial side of retirement. That’s not unusual. It’s not something we were brought up thinking about.
I am not a financial or an estate planner! Rather my services are designed to prepare my clients to make a successful transition into retirement by focusing on factors other than managing finances, an estate, etc.
As a Certified Retirement Transition Coach, author, and speaker, I offer individuals, couples, and groups a framework to follow to prepare for the non-financial side of retirement. The result? A plan for my clients to feel valued, purposeful, healthy, engaged with others, and fulfilled, just as they did during their career.
Interactive activities are customized for each individual, couple or group situation. The goal is to validate areas of preparedness, explore new opportunities and ideas, address fears and concerns, and offer a safe place to ask the questions. Assignments may be given, and an action plan will be prepared.
Along the way, clients will feel comfortable, confident and looking forward to moving into Retirementhood, their “new normal!”