Retirement Lifestyle Strategies Coaching Options

On this page:

Life Options Profile Group

Re-Career Coaching Group

One-on-One Coaching

Retirement Success Profile

Benefits Of Group Coaching

Discover how the many benefits of group coaching help people achieve their retirement lifestyle goals.

Introduction

There are a number of effective and comprehensive programs to help individuals and couples that are getting close to retirement. While there is some overlap between the programs, they have been set up to accommodate specific needs. The three different programs are defined below.

Groups For Retirement Lifestyle Strategies Coaching

Life Options Profile Group Workshop or Teleclass

This group teleclass includes 6-25 people and consists of 5 one-hour sessions.

Before the group meets for the first time, each participant is asked to complete the Life Options Profile (LOP) online and receives immediate results. The software is designed to provide easily understood, written results.

Session 1 — The group leader facilitates the interpretation and understanding of the LOP and answers any questions regarding the outcome of the assessment and how it will be used in the group process.

Session 2-5 — The group leader presents a mini lecture on each of the 6 Life Arenas listed below and facilitates discussion using powerful questions and exercises. The 6 Life Arenas discussed in these 4 sessions are:

1. Career and Work
2. Health and Wellness
3. Finances and Insurance
4. Family and Relationships
5. Leisure and Social
6. Personal Development

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Re-Career Coaching Group Workshop or Teleclass

Because many people are planning their retirement 3-5 years before actually retiring and want to continue to work but in a different career, ReCareering has become very popular. Boomers want and need to stay engaged and use their skills, talents and wisdom to impact their world. This assessment is excellent in preparation for this part of the transition to retirement.

This group includes 8-10 people and 6 sessions of one hour each.

The size of this group is deliberately kept small to provide more detailed interpretation of the Re-Career Success Inventory so the participants will have a better understanding of their results and readiness to re-career.

Before the group meets for the first time, each participant is asked to complete the Re-Career Success Inventory (RSI) online and receives immediate results.

Session 1 — The group leader facilitates the interpretation and understanding of the Re-Career Success Inventory and answers any questions regarding the outcome of the assessment along with how it will be used in the follow-up group sessions.

Sessions 2-6 — The group leader presents a mini lecture on each of the 3 Cluster Areas on the RSI listed below. Discussions on key factors are facilitated using powerful questions and exercises.

Re-Career Self-Assessment Cluster

1. Re-Career Identity
2. Re-Career Self-Assessment
3. Re-Career Transition Hardiness
4. Re-Career Success Perception
5. Re-Career Goals and Decisions

Re-Career Competencies Cluster

6. Re-Career Calm and Confidence
7. Re-Career Maturation Vitality
8. Re-Career Aspirations
9. Re-Career Leisure-Life Competencies
10. Re-Career Positive Mental Attitude (PMA)

Re-Career Search Planning Skills Cluster

11. Re-Career Search Planning Skills
12. Re-Career Resume and Cover Letter Writing Skills
13. Re-Career Search Time Management Skills
14. Re-Career Creative Interviewing Skills
15. Re-Career Assertive Communication Skills

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One-On-One Retirement Lifestyle Strategies Coaching

One-on-one coaching is available to individuals and couples who prefer more concentrated time with the coach. The Retirement Success Profile is used for the 7 sessions in individual coaching as described in the RSP description below. Some people begin with group coaching and move to one-on-one coaching in order to work on additional goals apart from the group. This creates a more in-depth and personal experience, which is preferred by some clients.

Retirement Success Profile

The Retirement Success Profile (RSP) is used for individual clients or a couple who would like more in depth work planning their retirement. The RSP requires individual interpretation and is an excellent tool for planning. Although clients taking the RSP can work with the coach for an indefinite amount of time, it is recommended that the client work with the coach using the following time frame and sequence. Clients can use more time if needed.

Before the first session, the client or couple is asked to complete the Retirement Success Profile online and receives immediate results.

Session 1 — The coach facilitates the interpretation and understanding of the Retirement Success Profile and answers any questions regarding the outcome of the assessment. The RSP is then used in the following sessions.

Sessions 2-7 — The coach presents information on each of the 15 Factors from the RSP listed below. Discussions on key factors are facilitated in these six sessions using powerful questions and exercises.

1. Work Reorientation
2. Attitude towards Retirement
3. Directedness
4. Health Perceptions
5. Financial Security
6. Current Life Satisfaction
7. Projected Life Satisfaction
8. Life Meaning
9. Leisure Interests
10. Adaptability
11. Life Stage Satisfaction
12. Dependants
13. Family/Relationship Issues
14. Perception of Age
15. Replacement of Work Function

Please call for a complimentary session entitled: Planning to Make the Best of Your Life for the Rest of Your Life.

You will identify 3 goals that you have always wanted to accomplish in your life time but have not yet done so. We will explore what challenges and obstacles are standing in your way. You will then determine what will happen and how you might feel if you don't accomplish these goals. Finally, together we will determine if coaching is right for you at this time and explore the best options for you.

I will look forward to hearing from you.