Retirement Coaching Packages

Raise your awareness and gain personal insight. Identify strengths and concerns relevant to your personal retirement planning.

The Retirement Assessment includes:

• The Retirement Options Profile (RSP) ®
• A 20+ page RSP Personal Interpretation Report
• A copy of the RSP companion book “The New Retirement “
• A one hour telephone review and interpretation of your assessment results with a Certified Retirement Coach

Explore and understand the results of your Retirement Assessment in more detail. Clarify your objectives in retirement and why they are important to you.

Retirement Wish includes:

• The Retirement Assessment

Plus:

• 3 months of one-on-one coaching – 2 sessions of 45 minutes per month
• A half-hour check-in and completion call 2 months following completion

Develop your Best Plan. Explore your unique retirement opportunities and risks. Create a personally meaningful plan for your retirement life.

My Best Retirement includes:

• The Retirement Assessment

Plus

• 6 months of one-on-one coaching - 2 sessions of 45 minutes each per month
• A half-hour check-in and completion call 2 months following completion