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.