Retirement Advantage Coaching

Retirement is your "New Beginning"

Thanks to the Baby Boomer Generation, retirement is undergoing a transformation. We are living longer and retiring earlier. Our life expectancy has increased by 20-30 years and the average age of retirement is 57. Why not take advantage of this trend and make the most of those years of transition and renewal!

What Do We Do?

Retirement Advantage can help you create a retirement lifestyle that you want and deserve. We help people develop to their fullest. Your potential in your retirement is at the heart of what we do.

By working with us, you will:

  • discover your readiness for retirement from our assessments

  • devize a mission statement and

  • create a development plan that defines your retirement choices

What Do We Offer?

If You are Thinking of Retiring… What then? How will you define the next chapter in your life? Do you have a lifestyle plan for your retirement? Retirement shouldn't just happen on its own, it needs to be planned for and carefully thought about.

Retirement Planning entails more than Financial Planning. It’s about creating purpose and meaning in your life for the next 20 to 30 years. It's about finding meaningful replacements for the benefits of work: independence, time management, purpose, status, comradeship.

i. Take a Retirement Assessment

The LifeOptions Profile is our newest self-assessment. Taking a retirement assessmet is yor first step. By taking one of our assessments, you will receive a 10-page written report on your current level of preparedness for retirement based on a self-evaluation questionnaire covering key factors. It provides a blueprint for the lifestyle you may wish to live after your current full-time employment has ended.

The LifeOptions Profile (LOP) provides participants a clear, concise, and comprehensive overview of their current ideas about, and planning for, their retirement. It helps people identify and plan for new ways of living by focusing on several factors within the six arenas of life.

Are you curious about your retirement readiness? Then contact us today for more information on taking the LifeOptions Profile©

ii. Receive a Retirement Assessment Debrief?

Whether you are looking towards retirement or are already retired, our coaching debrief and referral program will help you interpret the results of the LifeOptions Profile. The Profile and its interpretation is your blueprint for creating a successful and satisfying retirement life.

What are the Benefits of Assessments and Coaching?Plan for your retirement

  • To identify your retirement strengths and concerns

  • To prepare you for a retirement lifestyle that is enjoyable and purposeful

  • To help you set priorities and establish timelines

  • To support you in overcoming fears and barriers

  • To assist you in determining whether you will work or volunteer and how it will be structured

 

iii. Create a personal retirement mission statement.

iv. Design a personal retirement development plan

 

What Else Do We Offer?

What is your company doing to help pre-retirees make the transition? Most companies offer financial planning and pension awareness programs only. Finances are only one factor to consider in preparing for retirement. Retirement ought to include Life Planning in addition to Financial Planning.

We offer a referral service for a half day presentation or a full weekend retreat on retirement life planning. The goal is to empower employees to take an active interest in creating an enriched, meaningful transition into retirement. Most people spend more time planning their vacation than they do their retirement! Don't let yourself be one of these people!

To implement a more complete package of retirement planning for the wave of aging Baby Boomers, contact us to schedule an appointment to discuss retirement life-planning in your company.


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Christopher R. Fortune, M.A., CEC
Transition and Retirement Coach
Phone: 250-995-1774   chris@retirementadvantagecoaching.com

Helping 50+ Men and Women Plan their Retirement Lifestyle


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