Intentional planning for the next season in your life.
For many people, “retirement planning” is something you do with your calculator or a financial advisor. But your finances are only one aspect of your retirement.
Retirement coaching helps you consider all the elements of your transition into retirement – not just money. Your well-being in retirement will depend on a lot of things. Your health, your relationships, your unique identity, and your sense of purpose and meaning in life.
A retirement coach will help you uncover what matters most to you in retirement so you can find your unique “sweet spot.” Each session includes thought-provoking exercises that you can process on your own, with your spouse, or – if you like – with your coach. As you work your way through these tools, you’ll create a personal plan for a retirement that you’re excited about.
Retirement coaching helps answer common questions
Am I ready to retire? What’s the ideal time for me to retire?
Is a part-time job a good idea for me?
Should I start a new hobby? What will I do with my time?
How will my marriage need to adjust?
Will I still feel useful? How can I continue to contribute?
Retirement coaching helps you create A holistic, customized plan
“My thinking about retirement had been focused primarily on finances. Doug’s retirement coaching assisted my retirement thinking to be more comprehensive and more intentional in areas I had not addressed before. The most helpful item we covered was a Retirement Wellness Plan that brought various aspects of retirement succinctly together, with action plans. This will be my go-to document moving forward into the retirement transition. Doug both listened and offered helpful input with sensitivity and personal interest.”
-V.W. | April 2021
Retirement coaching gives you tools for reflection
What if? (A sample exercise)
Suppose I am informed that I have just 48 hours left to live. Don’t think about what I would want to do in those 48 hours, but think about:
What hopes and dreams will I have to let go of?
What do I wish I would have accomplished, seen, felt, said, or experienced just one more time?
What regrets would I have?