For Financial Planners
Financial planning forms the foundation for retirement. Retirement Life Plan™ brings a broader perspective, focusing on cultivating wellbeing to create a satisfying and fulfilling new life in retirement.
Personal
vision
Retirement is a unique and individual experience. Exploring personal circumstances and preferences helps clients clarify a personally fulfilling vision for this next chapter.
The retirement
decision
Personal considerations and mixed emotions often complicate the decision to retire. Some clients may avoid retirement altogether. By clarifying a personal vision, clients are able to discover their own path.
Navigating
changes
By understanding the heart of the issues faced by retirees, we are able to help clients prepare for common adjustments and navigate a smooth transition to a satisfying retirement.
Retirement Life Plan™ solutions provide insights into the psychology of retirement, to support holistic planning—with a focus on your client’s well-being.
Psychology of Retirement Masterclass
Help clients plan beyond finances
Assess
Assess the need for planning in non-financial areas of retirement wellbeing
Explore
Help clients explore what a meaningful and fulfilling retirement means to them
Clarify
Implement a clear process to help clients develop clarity and confidence in their retirement plans
We are currently in the process of updating the Psychology of Retirement Masterclass to bring you a program that educates you on the social-psychological aspects of retirement well-being and provides you with a step-by-step process for helping clients plan for the non-financial side of retirement.
Register your interest in the course and we will keep you keep you updated when it will be available!
Other resources
Our resources are a simple way to augment existing financial planning services, helping clients consider how they will spend their time in retirement, and preparing them for common adjustments.
“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
- Warren Buffett -
