Assess readiness for retirement transition across 6 Key Life Areas highlighting strengths and areas needing focus
Create a compelling vision for the ideal life in retirement
Define a desired portfolio of interests and activities
Chart the Course
Translate vision and preferences into focused goals
Design an Action Plan for the transition to retirement
Explore and test drive key areas of interest
Make It Happen
Help to implement the plan and bring the retirement vision to life
Evaluate progress in the transition and develop strategies for obstacles
Make adjustments and course corrections, as needed
Team of Certified Coaches
All of our coaches have attained the Certified Retirement Coach designation and are trained in the use of two non-financial planning assessments. These in-depth tools are designed to help individuals assess their readiness for retirement.
A combination of deep business and professional experience make it easy for our clients to identify with their coaching partner and promotes a more practical relationship between the coach and client.
Personal Life Experience
Our coaches all have successfully navigated transitions to their own Encore Careers. All are small business owners focused on personal coaching and life transitions.