Retirement coaching is all about you and your goals. We provide you with a personal financial story that helps you achieve your personal and professional goals as you transition into your ideal retirement. As your retirement coach we work with you to take an inventory of all your skills, interests, and passions to help you create a plan for the major changes you will experience. Whether you're just starting your career or a seasoned professional you'll benefit from having a retirement coach by your side to help you turn your vision into reality.
During our coaching sessions, we will focus on four key themes:
Becoming familiar with the nuances of your current retirement plan benefit as well as understanding your social security benefits is the first step in developing your personal road map. Next, we delve into things you can control i.e. your spending, your savings, and your investments. We employ the 50/30/20 rule to help you attain your goals. Lastly, we help you develop a roadmap which you will use as your guide to reach your retirement freedom.
Everyone! The earlier you start mapping out a plan of action for your retirement the better. But it’s never too late to begin planning for your ideal future. Knowing your numbers is a critical step in the retirement planning process. The reports we generate for you will help you to quickly identify if you have a potential financial shortfall. In addition, we include personalized recommendations you can act upon to help you accomplish your goals.
Developing your personal roadmap takes between 5 to 7 business days. Once the roadmap and action plan have been generated and discussed, the length of time you need coaching depends entirely upon you.
We provide you with 4 comprehensive reports that illustrate your retirement income and protection needs. The following reports are included with our retirement coaching service:
Not at all! In fact, all coaching is conducted over the phone or the internet.
We charge a one-time fee of $99.95. This fee covers the cost to generate your individualized retirement road map as well as personal one on one coaching.
No. We provide you with a comprehensive roadmap that will enable you to purchase the right products for your personal situation.
Simply complete our contact form and a member of our team will reach out to you within 3 business days of receipt.