WHAT RETIREMENT COACHING INVOLVES

Retirement coaching makes use of face-to-face conversations to aid the participant in negotiating the 18 to 24-month period before and at retirement. This collaboration offers confidential assistance in the following areas:

Assessment of retirement readiness

       Succession planning

       When and how to make the transition

       Relationships-couple communication related to relocate, housing, lifestyle, social relationships, routine, dealing with newly found white space, etc.

       Interests-hobbies, commitments, dreams, bucket list items, etc.

       Finances

       Challenges and gaps

Examination of thoughts about the past and the future

       Gratifications and guilts about the past

       Animations and anxieties about the future

Envisioning a new life

       Quality Time Remaining (QTR)

       Values

       Mission

       Lifetime Goals--physical, social/communal, familial, relational, emotional, moral, spiritual, professional, intellectual, and financial

       Generativity needs (i.e., a desire to nurture, contributing to the next generation)

Walking into a new and renewed future

       Creative thinking about future fruitfulness, i.e., volunteerism, part-time, employment, entrepreneurialism

       Finding a new tribe

       Gaining a new rhythm and routine

       Achieving better life balance

       Reading supplemental books

       End of life planning