Retirement Coaching

Are you are thinking about retirement? Maybe it will happen in the next few months or maybe it already happened!

Regardless of where you are in the retirement process, you’ve come to the right place.

No doubt you’ve put in many hours looking at budgets, monthly expenses, 401K’s and Roth account, savings and investments.

You marvel at the opportunities ahead of you as you are now finally at that point where you can call it quits and start enjoying life on your terms. But what are “your terms”?

What does your everyday life look like now that you’re no longer tied to your job or career?

For many, the first months are filled with excitement and to-do lists that we’ve been accumulating for years.

For some, however, there is a sense of loss – a time of personal wandering where we feel like we don’t quite fit or may have lost our focus or purpose. Transitioning from a fast-paced, highly demanding environment can sometimes be difficult when you suddenly find yourself without a barrage of emails and tight deadlines. For others, the daily routines have not provided you with the sense of fulfillment you expected. If this resonates with you, know that you are not alone.

With thousands of Baby Boomers entering their retirement years, this is a more common experience than one would think.

But the great news is that there are several steps that you can take to help you transition to make this the best time of your life!

Let's Connect!

What is the Retirement Coaching process?

Step 1 - Meet and Greet

First, we will go over the program to determine if Retirement Coaching meets your needs as the potential client.

Step 2 - Program Kickoff

Step 3 - Program Implementation

Next, we will start with the review of life history and find those catalystic opportunities that will help create a fulfilling retirement.

From there, your journey will include 6 sessions to help you identify your foundation to a Portfolio Life.

Step 4 - Live Your Best Life!

Finally, feel free to use me as a resource as you go off and “make the rest of your life the best of your life!”

Let's Connect!

Portfolio Life

During our time working together, we will utilize many resources, including framework from the book “Portfolio Life” by David Corbett, to create a unique retirement plan for each client based on their goals. Building a successful retirement life can consist of several different focus areas that provide value to you and to others, should you choose.

Let’s look at the five components of Portfolio Life…

Enjoying Personal Pursuits & Leisure

For many of us, this has always been in the form of our vacation or PTO time. Now that you are no longer tied to those time constraints, you can begin to explore more opportunities. Big trips or small outings, golf or pickle ball, reading or needlework – now is your time to try out all those things on your fun to-do list.

How will you enjoy leisure when you retire?

Giving Back To Society

There is a quote from Audrey Hepburn that directly applies to this time in life; “As you grow older, you will discover that you have two hands – one for helping yourself and the other for helping others”. If you embrace that thought, it makes sense to then take some time to reflect and identify areas or opportunities that appeal to you, and for which you find a passion. It can be as simple as volunteering at your local food shelter or hospital. Maybe a mission trip is in your future or becoming a Make-A-Wish volunteer. You can find opportunities at www.volunteermatch.org or call your local entities for more information.

How will you give back to society when you retire?

Healthy Living

Healthy living takes on a variety of aspects including more than just physical fitness.

How you are caring for your mental health and your spiritual health are equally important as you transition into a new life style. A dear friend and mentor once told me that as many start their retirement years, there is a period of wandering; a time where things may become uncertain, and we must navigate through those times with a healthy mind, body and spirit.

What is your plan for healthy living when you retire?

Learning & Self-Development

With a focus on you, now is the perfect time to take on those interests that you had not had time for in the past or lost touch with over the years. Topics like genealogy, gardening, golf or other sports, photography (and the list goes on and on…) can now be a priority for you. Maybe you enjoy an educational environment - you now have the opportunity for classes that are fun and fulfilling. The opportunities are endless for you to stretch your mind and talents.

Which interests are you excited to develop when you retire?

Working In The Form You Want

Miss the day-to-day interactions with others? Do you want to add more value but not be tied to the 50+ hour work weeks? Now is a great time to explore working on your terms. Explore those part-time or consulting opportunities that allow you to work the amount you want while you still have the freedom that you want. If there is a second career that has always interested you, now is your time to explore and dabble in those areas.

Will you choose to work part-time when you retire?

Let's Connect!

FAQs

  • The more personal side of retirement planning, retirement coaching combines social science and research to help you plan beyond the dollars and cents.

    Retirement coaching typically relates to many of the lifestyle changes that go along with retirement. They can range from topics such as where you’ll live to what you’ll do with your time. A retirement coach guides you through the process of creating action steps to discuss your unique retirement concerns.

    Retirement coaching is a guided conversation between a coach and a client (like you) specifically focused on how you want to live your life in retirement. We start with your values, needs, wants and desires – then develop an action plan to get you where you need to be.

  • Through our coaching sessions, we will explore and create plans for the mental, social, physical, and spiritual aspects of your life in retirement.

    I will help you see your retirement for what it can be by taking you through a written, proven process to help:

    • Replace your work identity

    • Clarify what you want to accomplish during your retirement

    • Live each moment more fully

    • Make plans to create meaning & contribution during your retirement

    • Celebrate your achievements thus far

    • Find peace and be more in touch with your life's guiding values

    • Be mentally and physically active

    • Allocate your time and resources

    • Stay relevant and connected

    Together, we will use time-tested techniques, exercises, workbooks, and quizzes. You will learn that you don’t need to figure everything out on your own, and you certainly don’t need to learn the hard way.

    As human beings, we are not meant to do nothing. We are meant to be connected with others and to have meaning and purpose in our lives. That’s not always easy. And that’s where I step in as your retirement coach.

  • I like to coach people who are willing to put in the work of being coached and expect to get results—I want to have an impact!

    The ideal coaching client for me is someone who thinks, “I want more than what I currently have,” but are stuck in some part of the process, such as:

    • You aren’t sure what the “more” might be.

    • You know what the “more” is, but you aren’t sure how to get there.

    • You’re there, but it’s not what you expected—now what?

    • You have found yourself in an unexpected or unplanned place, and you don’t know what to do.

    If this sounds like you, then contact me to get started/schedule your free complimentary call.

  • Coaching is proven to work when there are just two factors present:

    1) You, as the client, are willing to grow

    2) There is a gap between where you are now and where you want to be

    With a coach, you will make smarter decisions and take better actions because you set the goals you really want. And finding out what you really want is one of our tasks.

    In addition, when working with a coach, you will reach for more and not be consumed in the process. That’s because you have a partner whom you can trust—you can reach big because you can afford to. That’s what I am to you.

    Also, while you’re in a coaching program, your focus will be much clearer. My clients are smart—but they aren’t always focused!

Questions? Comments?

Ready to take the next step?