If you haven’t read previous sections, please go here: Retirement
Marcy consults with each client through the design, and build of a system (with process steps) for implementing a few of the various portfolio options. She coaches the process of how to measure, manage and maintain a balanced high energy flow. Where helpful, Marcy consults with client in developing strategy plan, and/or design of Collateral (bio/brochure), with strategic marketing options for new professional consulting or work options.
Coaching conversations may include subjects around:
- Strategy and process steps for connecting with organizations and leadership to engage in work related leadership roles that align well with ideal profile developed.
- Work related blogs, newsletters, or consulting work around topics of expertise for either paid or pro bono work in sharing wisdom with others.
- Discover new ways to bring your expertise to missions that are making a difference in the world that you find compelling.
- Connecting for participation and contribution to NFP efforts in areas identified for giving back that align with themes and passion for missions in the world.
- How to balance and manage time and participation in order to maintain healthy energy level for active participation in all categories of choice.
- Communication styles and MBTI types for increased connection with others
- Building structure based on preferences for spending time: alone, with partner, family etc., working, volunteering to replace the structure of working full time
- Developing and implementing routines that lead to healthy living on all energy levels.
- Finding motivation to get out and connect with groups identified to join in, explore and build new connections in areas of interest.
Phase 3 is considered complete when the individual is
- happily engaged in this next stage of life finding joy and fulfillment in living
- consistently maintaining the routines chosen for healthy living,
- confidently reaching out and connecting to explore and build life from the new options,
- able to monitor and manage a balanced energy flow with the right variety of activities.