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ASSESSMENT TOOLS
Retirement is not an ending. It’s a beginning.
While you may have spent significant time thinking about the financial aspects of retirement, it’s possible that you have not given enough attention to the emotional, physical, and health-related dimensions. The in-depth assessment tools I incorporate in my coaching practice are designed to pinpoint areas of concern around your future, and help us identify the best options for your ideal retirement.
The Retirement Success Profile™ and the LifeOptions Profile™establish a strong foundation of personal data on which to build the best plan for your future. We will discuss which assessment is right for you, and once you’ve completed it I will help you understand theresults and where you are in terms of preparing for your retirement. Together we will build on this foundation to ensure a smooth and rewarding transition.
Retirement Success Profile™
The Retirement Success Profile™ identifies personal strengths and areas of focus across 15 success factors that closely affect retirement transition and planning. Across each of these factors, itmeasures where clients are in their retirement transition preparation and which areas require the most attention in planning for a fulfilling future.
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LifeOptions Profile™
The LifeOptions Profile™assesses retirement readiness across 20 lifestyle and attitudinal dimensions in six life arenas: Career and Work, Health and Wellness, Finance and Insurance, Family and Relationships, Leisure and Social, and Personal Development. This tool provides a self-portrait of a client’s lifestyle needs and insights on transitioning to their new retirement lifestyle.