experienced . confident . dedicated . different

This program begins with two highly acclaimed Assessment Instruments and Interpretation of results in One 90 – 120 minute session to understand the results:  where your strengths are, and where any gaps might be that additional preparation will increase the success and fulfillment in this next stage of living. 

Over water bungalows with steps into amazing green lagoon

The Retirement Options Program offers two PhD developed and vetted Assessment Instruments to measure your preparedness:

The Retirement Success Profile Identifies personal strengths and area for coaching across 15 key success factors that closely affect retirement planning and transition:

The LifeOptions Profile identifies strengths and areas of focus across 6 key success factors that closely affect retirement planning and transition:

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  • You may choose to sign up for just one (or both) Assessment(s) and Interpretation of results in One 90 – 120 minute session and then read the book that comes with the program in order to do any further development work yourself, 
  • Or you may choose to schedule additional sessions with your certified coach to do work together in any areas that we identify as valuable for your planning. 
  • After you have completed the assessment (one or both) and we have done the interpretation, I will email you the eBook that comes with this program.  You may choose to read the entire book, or only the sections that you identify as helpful. 
  • If you choose to do some work with me in your planning, we will schedule sessions, at your convenience, to go through some exercises and have coaching sessions that will challenge your thinking and help to open up possibilities as you design the best next phase of living that you’d really love to have!

What do you want most for this next phase of healthy active living?

Please contact us to learn more.