Retirement Success Profile & Life Options Profile Assessments

Proven, validated assessment tools that provide clarity and a framework for retirement planning and personal coaching.

The Retirement Success Profile and Life Options Profile Assessments are offered as part of coaching packages or workshops. These proven tools use your responses to carefully structured questions to generate substantive, personalized reports with valuable insights and perspective on retirement readiness. These assessments contribute to development of actionable retirement lifestyle plans.

Retirement Success Profile

Taken Online

An individual assessment of 15 success factors contributing to a meaningful retirement. Provides valuable information about areas where participants are adequately prepared and areas requiring more attention. Assessment includes a personalized report useful for further planning on retirement readiness.

Life Options Profile

Taken Online

An assessment tool designed for groups, providing results on six arenas of retirement readiness. Participants receive a personalized report useful for further discussion on retirement planning. Useful for groups and organizations interested in providing an additional employee or member health and wellness program.

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