For Financial Planners
Financial planning forms the foundation for retirement. Retirement life planning 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. By focusing on personal circumstances and preferences, retirement life planning helps clients clarify their personal vision.
The retirement
decision
Personal considerations and mixed emotions often complicate the decision to retire. Retirement anxiety may lead some clients to avoid it altogether. Retirement life planning supports clients in discovering their own path to retirement.
Navigating
changes
We have researched retirement challenges and wellbeing. With an understanding of these issues, retirement life planning prepares clients for a smooth transition to a satisfying retirement.
Retirement life planning solutions provide deeper insights for tailored financial plans—with a focus on your client’s wellbeing.
Retirement Life Planning Certification
Helping clients to plan for a satisfying and fulfilling new life in retirement
We are currently in the process of updating the Retirement Life Planning Certification to bring you a program that educates you on the social-psychological aspects of retirement wellbeing and provides you with a step-by-step process for helping clients plan for the non-financial side of retirement.
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
Other retirement life planning resources
Our retirement life planning 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 -
