Services

We offer a range of services to help you achieve the results you’re after. Not sure what you need, or what it costs? We can explain what services are right for you and tell you more about our fees.

Retirement is a time of great change, and a chance to begin an exciting new phase of your life. But like anything done well, it takes planning. While everyone thinks they are ready to retire, not everyone is truly prepared.

Individuals, couples and groups
Find out where you’re at in terms of retirement readiness by taking one of our assessments:
  • Life Options Program– ( Use of “What Color is your Retirement” book)
  • This assessment provides a practical and relevant self-portrait of you.
  • It assesses retirement readiness across six life time areas: Career & Work, Health & Wellness, Finances, & Insurance, Family & Relationships, Leisure & Social, Personal Development
  • Retirement Success Program(Use of “The New Retirement, Discovering your dream”)
  • This program provides a 120 item self-assessment,
  • a detailed personal inventory of your current strengths, as well as areas that need added focus.
  • Your attitude toward retirement, how self directed you are, health perception, financial security, your current life satisfaction, assessing your life meaning, leisure, adaptability, family and relationship issues, dependents.

It is through the feedback from these assessments  that helps individuals gauge their current retirement readiness and build a comprehensive plan to live out your retirement dreams.

These assessments are scientifically designed, by Dr. Richard Johnson, Ph.D. They have been validated and proven as effective tools that help you begin to think about and prepare for your retirement. Your responses to carefully constructed questions revealing insights into your current attitudes and opinions about work, family life, relationships, leisure time and more and how these will be affected as you move toward retirement. Registration

As your Certified Retirement Coach and counsellor, I work with you after these assessments are complete and offer programs with a highly personalized approach tailored to support you as you transition into retirement.

Retirement Package (singles or couples)

  • Personal assessment with 15 factor Retirement Success Assessment or Life Options Program Assessment
  • Companion booklet(PDF)”The New Retirement”
  • Discussion of the results of your assessment (personal copy) ( 1 1/2 session with Retirement coach)
  • Investment – $199.00
  • Free book – Are you ready to Retire, by Lindsey Green
  • Registration

This will be your outcome after you take part in the assessment and counselling session.

  • You will learn to live in retirement with a renewed sense of confidence.
  • You will live with a new identity.
  • You will know what you want to do in your new retirement life.
  • You may come out with a new passion career or start a small business
  • You will find a new purpose in life, maybe in volunteering with a service group.

Workshops for Organizations and Groups

We customize training to meet your groups specific needs. We teach in small groups so that each session can be interactive and productive. Paricipants in the group will take part in discussions, brainstorming and exercises with handouts.

Counselling
  • free 20 minutes session to assess your needs
  • counseling session 60min – $80.00 -$100.00
  • Couple counselling session -60 min – $150.00
Groups

We offer workshops for organizations who want to assist their employees considering retirement or can customize training to meet your specific needs. Contact us to discuss.

Retirement is a time of great change, and a chance to begin an exciting new phase of your life. But like anything done well, it takes planning. While everyone thinks they are ready to retire, not everyone is truly prepared.

Contact us so that we can customize your needs. Contact