RETIREMENT PLANNING
Planning for a Purposeful Life
Retiring in the 21st Century is now giving us longevity of about 25 years in our transition to our third stage of life. Retirement is no longer just a destination. It requires a comprehensive life plan, not just a financial plan. With sufficient planning and practice, we can achieve a healthier, happier and a more purposeful life.
The Four Stages of Life
- Youth (birth – 21)
- Adulthood (21 – 55)
- Retirement (55 – 75+)
- Old Age (75 – End of Life)
- What planning resources have you done for your retirement thus far?
- What friends/relationships will you have when you step out of your job?
- How will you see your identity when you no longer have a business card?
- What purpose will enthuse you to get out of bed every morning?
Growing to understand what your purpose is in this life, requires you to understand what your passions, strengths and values are. Self-growth, recognizing your deeper self, will help grow your Spiritual, Mental/Emotional and Social wellbeing. Maintaining a positive mindset will help you unburden and manage your fears and obstacles that life throws at you.
How we can help
Private and EAP Coaching, in a confidential setting, provides support in listening to your current story and helps you build confidence, clarity and courage to pursue a better life. You are the expert on your journey. We are the Accountability Guide for you.
Our Group Workshops provide the opportunity to ask yourself and answer the questions that help you understand when and what your retirement will be like.
What we are not
We are not a counselor. We are not there to “fix” you. We do not tell you on when or where to go in retirement. We are there to listen and evoke a deeper awareness for your best decisions on how to move forward in life.
Free Webinars:
Free Live Lunch & Learn via Zoom
Date/Time: Upcoming
Topic: Retirement Planning (Non-Financial)
These on-going FREE presentations overviewing the longevity of the 21st century retirement and the non-financial requirements on planning for a peaceful, more purposeful life.
Register: Free Lunch & Learn
Group Workshops
Two Day Live Workshops via Zoom
Date/Time: Upcoming
Cost: $100/$150
Topic: Retirement Planning (Non-Financial)
Day 1: We work together to help you gain clarity on how to live a happier, heathier life in retirement through understanding your core values, virtues, purpose, well being, and relationships. What planning resources have you done for your retirement thus far? What friends/relationships will you have when you step out of your job? How will you see your identity when you no longer have a business card? What purpose will excite you to get out of bed every morning? Are you ready to find your best life?
Day 2: Accountability Meeting to ensure that you are taking the steps needed to gain your goals.
Private Coaching
Private Individual Coaching in person or via Zoom
Packages
$90 per session or a 6 Session package @ $500
2. Caregiver Support Mentoring (for families caring for their Aging parents/spouse)
Register: Ten minute phone conversation to discuss and affirm your needs, day/time and location (in person or via zoom). Call Carmel @ 781 266-8985.
Coaching/Mentoring Meetings can be in person or via Zoom.
