Retirement Evolution Coaching
Retire Limitations. Explore Options. Create Possibilities.
Your first step is a free 45 minute Retirement Evolution consult to see if we are a good fit to work together and which of my services is best suited to support you to reach your goals.
You: You’re curious about how your non-financial retirement expectations and preparations match the reality of the retirement you have planned or are currently living; you’re wondering how your experiences compares to your cohorts; you want a proven planning tool.
Retirement Success Profile:
A comprehensive questionnaire that covers 15 separate factors that people who have meaningful and purposeful retirements face and deal with directly.
- You complete the Retirement Success Profile questionnaire in the comfort of your home;
- Two follow up one hour Conscious Retirement coaching sessions with Susan within the month.
- You will have an inventory of your strengths and a much clearer awareness of those areas of your life that may require additional energy and concentrated focus for you to realistically have a vital, meaningful and purposeful next stage of your life.
- You will have more clarity on what matters most to you.
- You will leave with a personal manifesto to guide you.
Follow-up can be discussed at the completion of your sessions.
You: You’re deeply committed to creating the life you want and are willing to challenge yourself; you’re ready to experiment and explore options; you’re good at implementing suggestions; you’re available for new perspectives; and you are excited to start and are ready to dive right in!
Conscious Retirement by Design Six Week Program:
A comprehensive program which includes taking stock of past losses and successes; taking a deep dive into what has interested, intrigued, and delighted you over the years as well as your commitments, values and dreams; designing an evolving plan to follow to create a unique and meaningful life of joy and purpose.
- The Retirement Success questionnaire as described above;
- Four one hour phone consultations;
- Two 30 minute phone consultation;
- Two 15 minute check in calls at the request of the client;
- Bonus supportive exercises, audios and videos.
- An enhanced understanding of the complexity, nuances and challenges of the retirement transition;
- Increased self awareness and self compassion;
- Awareness of strengths and areas of self sabotage with practical tools to use to support growth, flexibility and joy;
- Clarity about next steps and confidence to take those steps;
- A values informed plan of action;
- Improved peace of mind with increased body/mind/spirit alignment.
- A personal manifesto which will act as your compass and north star.
- Personal practices that you can use to support your well-being for the rest of your life.
Follow-up: can be discussed at the completion of your program.
Payment plan options will be discussed in the initial Conscious Retirement consultation.