Four Main Components:

1. Information Gathering

The retirement coach will conduct an orientation with the participant to understand general situation, gather information, and orientate the participant to the process.

2. The Assessment: The LifeOptions™ Profile

A 99-item educational assessment instrument that covers 20 separate lifestyle and attitudinal factors that are arranged into six sub-sections or what are called “life arenas.”

3. Assessment Review

Your retirement coach will review your assessment and work with you to determine a path and plan of action forward.

4. Goal Setting and Next Steps

Whether it’s finding a fulfilling part time job, volunteering for a cause close to your heart, or spending time with grandkids, your retirement coach will aid you in designing the goals and milestones to ease you into retirement.