Did you know?

• 77 million baby-boomers are on the cusp of retirement and few have any understanding of the psychological transition ahead.
• Retirement is not one but many transitions.
• After the first few months of retirement, many become depressed and lethargic, facing unexpected depression.

Psychological preparation and how to enjoy this phase of life can be even more important than having enough money to retire!

Analysis of preparedness:

This process assesses your level of preparedness which will ultimately affect your success during transition and adjustment to retirement.

Step One: Taking an assessment test on level of preparedness will give you an idea of whether you are really as ready for retirement as you may think.

Step Two: Evaluate the test and your individual areas of strengths and weaknesses that require focus and attention. Develop an understanding of yourself, your goals and what retirement really means for you, your loved ones and your future.

Taking steps to prepare:

This is the action phase. We will specifically explore those steps that will lead to a more satisfying transition into retirement and the choices available to you.

Step One: Identifying your choices upon retirement. What is desirable in the short term, the long term and what do you really know about these choices?

Step Two: Making selections or goals regarding those choices; identifying those that move you toward your goals.

Step Three: Create a plan of action for implementing the choices you have made

Experiencing Retirement: Now that I am retired, what's next?:

This should be a time where feelings of energy and excitement are peaked and life is being lived to its' fullest. If this is not your experience to date, with some effort, it can be. The emphasis of my process with you is to help get you what you want out of your retirement.

This phase is primarily for those that have already entered into the retirement transition. The goal will be to focus on how to maximize this time in your life, creating the best experiences and activities for you.

Step One: Analysis of what is working and what is not working for you as a result of retirement

Step Two: Identifying the areas that need to be redirected and/or changed for you to reach your goals

Step Three: Creating a plan for maximum fulfillment and happiness during retirement

Step Four: Taking steps to implement this plan with milestones and goals you choose