Retirement Plans for Employees

It begins with a powerful assessment. This is an educational instrument that covers twenty separate lifestyle and attitudinal factors that are arranged into six sub-sections. After a profile is created, it generates a ten-page report that gives short descriptions of each of the twenty factors that are applicable to that particular retiree.

The purpose of the profile is to provide a participant with a clear, organized, and scaled overview of how he/she compares to others in similar life circumstances regarding their personal growth toward retirement.

Based on these results, the certified retirement coach will provide feedback to explain and clarify the various elements, including financial preparedness, that a potential retiree needs to consider. Additional discussions help to identify what a candidate wants to work on to prepare for retirement.

Next, the retirement coach works with the retiree to recommend content, articles, readings, courses, activities, web links, and exercises. Time is given to allow the candidate to become familiar with the various options and choices that are available.

The coach and retiree then develop a plan of action to improve and grow in areas that need development. Plans may contain a variety of items that will help the candidate prepare for the various stages of retirement.

Finally, the coach works with the retirees to ensure that they are following the agreed upon actions. In follow-up sessions refinements and changes are made based on the evolving needs of the candidate.