- FOR THE INDIVIDUAL -
Retirement Coaching Packages
Achieving wellbeing in retirement
From quick tips to ongoing support, our coaching programs will guide you in designing your personal vision for retirement.
Exploring Retirement
An opportunity to identify areas to focus on and next steps to take in this single exploratory session. This session is designed for those who are preparing for retirement, want to review an existing plan, or retirees who wish to achieve greater fulfilment in their retirement. This includes:
Online pre-session questionnaire
Coaching session covers:
Review of your current retirement position & planning
Your readiness for the transition to retirement
Common retirement challenges
Discussion of areas for further action
Personalised Summary Report with key actions, suitable for sharing with a Financial Advisor
Navigating Retirement
This detailed programme covers the key elements of retirement wellbeing and identifies critical areas in your personal vision for retirement.
You will begin to work through the personal challenges and adjustments needed to navigate a smooth transition to a fulfilling new lifestyle.
It is ideal for those who are looking to identify specific areas to consider after an absorbing career or those experiencing some uncertainty about retirement.
Over six 90-minute sessions, the coaching will cover:
A review of your current retirement status, reflecting on your career, and assessment of retirement readiness
Common issues & pitfalls
What the four key anchors of
wellbeing mean for you
What a meaningful retirement means to you
Development of your vision for a fulfilling retirement
Your partner
Draft Action Plan
Implementing your action plan
Workbook of exercises
Retirement Life Planner
Mastering Retirement
Design and implement your vision for a fulfilling retirement.
Combining personal reflection, your personality preferences, values and drivers, work through the key elements of retirement transition. Focus on the personal adjustments needed to achieve wellbeing and develop a detailed action plan. Realise your vision and implement your plans with coaching support.
This programme is for those who are seeking longer term support for themselves and a partner. It is ideal for those who may be highly invested in their career and want to successfully transition to a rewarding new lifestyle.
This 12 to 18 month transition programme includes:
60-90 minute coaching sessions, typically monthly
Review of your retirement status and current plans
Assessment of retirement readiness
Career reflection and review
Insights into common issues & pitfalls in retirement
What the four key anchors of wellbeing in retirement mean for
you
Personality profile and implications for your transition
What a meaningful retirement means to you
Identifying your values and aligning to them in retirement
Development of your vision for a fulfilling retirement
Coaching for your partner (optional)
How your plans integrate with your partner
Resilience and managing personal change
Developing a detailed Action Plan
Implementing your retirement transition plan
Regular coaching to support your transition
Refining your approach to implementation in light of
experience
Workbook of exercises and reflection
Retirement Life Transition Planner & Action plan
Access to additional resources
Focus on what matters.
Key elements of a fulfilling vision for retirement will depend on your personal circumstances and preferences. Our coaching packages take a highly personalized approach, to address any areas of adjustment, and design a lifestyle that fits you.
Couples
Retirement happens within the context of family. For couples, retirement presents entirely new opportunities, as well as challenges. Contact us for more information about our couples coaching packages.
The retirement decision
The retirement decision extends well beyond finances, involving considerations about family, health, opportunities to continue work, and of course how you will spend your retirement. Our coaching packages are the perfect opportunity to more fully consider when, how, and even whether to retire.
A long-term vision
More significant lifestyle changes do not always become apparent until after the dust settles with initial plans and ideas for retirement. By focusing on realistic and long-term visions, our coaching packages prepare clients for a smooth transition to a satisfying retirement.
“I found my RLP session with Anne very helpful. I was already clear on the financial planning for my retirement, but I was unsure about the other aspects of retirement and I was somewhat apprehensive about taking the final step to move into retirement. I found the approach she took really helped me to gain greater clarity. By using a combination of open questions, which allowed me time and space to explore my own thoughts and preferences, together with information and suggestions based on the experience of other people in retirement, led me to have a much clearer vision about what my retirement could be like and what I need to do to prepare for it. I therefore finished the session with much more confidence about my future in retirement and certainty about when I want to make the changes.”