Working with financial planners, other professional associations, companies and community groups.

Financial Planners

Online Sessions Available

We work with your firm to provide presentations to you and/or your clients on non-financial, lifestyle retirement planning. Topics include post-retirement options for replacement of fulltime work, health and wellness, meaningful leisure and building a non-financial legacy with personal meaning. Sessions can include the Retirement Success Profile or the Life Options Profile, data-based retirement assessments identifying important lifestyle retirement planning areas. Individual coaching also available.


Online Sessions Available

Help your team members consider the question “what will I do when I retire?”  Our workshops introduce non-financial lifestyle retirement planning and its benefits.  Topics such as work replacement, personality types, engaging leisure and personal growth are covered. Workshops can include the Retirement Success Profile (for individuals) or the Life Options Profile (for groups), personalized assessments of retirement readiness.

Would you like to learn more?