How Can Retirement Coaching Help You?
Retirement coaching helps individuals identify and implement achievable retirement goals that will create a path to an active and purposeful retirement. As a coach, I help a client with their goals through discussion and assessments, come up with detailed action steps based on practical strategies for achieving those goals, and provide the client with accountability and support during implementation. It provides clients with guidance, accountability, and support while they create a plan for a meaningful retirement.
Tools that are used during the coaching process are based on the client’s needs, and may include:
- Scheduled hour-long sessions using Zoom
- Text and video messages with Clarityflow any time
- Retirement-related assessments as appropriate
- Proven coaching techniques that get results
My approach to retirement coaching focuses on helping clients plan and manage a retirement plan that addresses issues like meaning and purpose, includes short and long term goals, and that is based on the client’s core values. The focus is on the present and future, rather than on root causes and the past.
Set Retirement Goals
Assess Situation
Analyze Options
Plan and Execute