Services

As a Certified Retirement Coach, I work with individuals, couples, groups and organizations and offer programs with a highly personalized approach tailored to support you as you transition into retirement.

It's as easy as 1-2-3!

STEP 1

Take our free quiz to find out how prepared you are to achieve Your Ideal Retirement .

STEP 2
Sign up or call to book a free consultation to learn about the process and see if one of our coaching programs is right for you.

STEP 3
Work with your Certified Retirement Coach and choose the program that will help you to create a plan for Y our Ideal Retirement - whatever that looks like.

Are You Ready to Retire?
Find out where you're at in terms of retirement readiness by taking one of our assessments:
  • The Retirement Success Profile™ identifies your strengths and areas of focus across 15 success factors that influence the transition to and living in retirement. The assessment measures your overall attitude toward retirement and how prepared you are as you transition from work to this next phase of your life. You’ll receive a comprehensive report outlining your results that you’ll debrief with your coach.
  • The Life Options Profile™ provides a practical and relevant self-portrait that assesses retirement readiness across six life arenas: Career and Work, Health and Wellness, Finance and Insurance, Family and Relationships, Leisure and Social, and Personal Development. Upon completion of the assessment, individuals receive a personalized report that indicates areas of preparedness and identifies gaps providing a functional blueprint for retirement planning and transition .

These assessments are scientifically designed, validated and proven as effective tools that help you begin to think about and prepare for your retirement. Your responses to carefully constructed questions reveal insights into your current attitudes and opinions about work, family life, relationships, leisture time and more and how these will be affected as you move toward retirement.


COACHING PROGRAM OPTIONS
Please inquire about these coaching packages to get optimal value for your needs.
Introduction to Your Ideal Retirement
All participants in the introduction program receive:
  • The Retirement Success Profile™ which assesses your readiness for retirement.
  • 1-90 minute session with a Certified Retirement Coach to interpret your results
  • The New Retirement: Discovering your Dream companion e-book by Richard P. Johnson, PhD

Individual Coaching Program
All participants in the individual coaching program receive:
  • The Retirement Success Profile™ which assesses your readiness for retirement.
  • 5 one-hour sessions with a Certified Retirement Coach to interpret your results and develop a plan for a smooth transition to your ideal retirement.
  • The New Retirement: Discovering your Dream companion e-book by Richard P. Johnson, PhD
  • A customized workbook based on your individual profile to build your ideal retirement

Couples Coaching Program
All participants in the couples coaching program receive:
  • The Retirement Success Profile™ which assesses your readiness for retirement.
  • 5 one-hour sessions with a Certified Retirement Coach
    • 1 session each with a Certified Retirement Coach to interpret individual results
    • 3 sessions together with a Certified Retirement Coach to develop a plan for a smooth transition to your ideal retirement.
  • The New Retirement: Discovering your Dream companion e-book by Richard P. Johnson, PhD
  • A customized workbook based on your individual profiles to build your ideal retirement

Group Coaching Programs

  • Am I Ready to Retire? How to Navigate a Smooth Transition from the Workforce
  • Conversations for Retiring Couples: How to Build a Happy and Meaningful Retirement Together
  • I’m Retired – What Now?

All participants in the group coaching programs receive:

  • The LifeOptions Profile™ assessment
  • What Colour is Your Retirement? companion e-book by Richard P. Johnson, PhD
  • 6 – 90 minute group sessions with a Certified Retirement Coach
  • 3 – 30 minute individual sessions with a Certified Retirement Coach
  • A customized workbook based on your individual profile to build your ideal retirement

Workshops for Organizations

We offer workshops for organizations who want to assist their employees considering retirement or can customize training to meet your specific needs. Contact us to discuss.

Schedule Appointment

A New Beginning Is In Your Hands...

Click Here