Retirement Action Plan - This basic package includes the online Retirement Success Profile (RSP), two 40 minute telephone planning/coaching sessions, and more (see below). Sessions are spaced so that you’ll have ample time to process the results and then create goals and an action plan based on your Retirement Success Profile results and interpretive report.

You receive:

• 2 40-minute coaching/planning sessions via telephone
• Online Retirement Success Profile (RSP). (A $79 value)
• Personalized 25-Page RSP Interpretive Report
• 152-Page Companion Book, The New Retirement

Pre-Requisite: Completion of the online Retirement Success Profile (RSP). Your personal RSP report is the foundation for our work together and must be completed prior to our first session .

Your investment: $299.00

  Reinvent Your Life - Do you desire to create a comprehensive retirement action plan from the ground up? This program is the one for you. Reinvent Your Life is a customized program based on your Retirement Success Profile (RSP) results. You will receive six months (18 sessions) of one-on-one coaching, powerful clarifying and strengthening exercises to enhance success and satisfaction in all areas of your life, and more (see below).

You receive:

• 6 months of one-on-one coaching which includes 18 40-minute coaching sessions via telephone, plus email and quick check-in support calls as needed.
• Online Retirement Success Profile (RSP). (A $79 value)
• Personalized 25-Page RSP Interpretive Report
• 152-Page Companion Book, The New Retirement
• Detailed personal action plan

Pre-Requisite: Completion of the online Retirement Success Profile (RSP). Your personal RSP report is the foundation for our work together and must be completed prior to our first session .

Bonus:  After completing the Reinvent Your Life program you will receive a FREE follow-up 40 minute coaching session 3 months later. This session will allow you to celebrate your successes and fine tune your personal action plan.

Investment:  Payment for coaching services may be made below using secure on-line credit card checkout:

3 month Reinvent Your Life coaching package ($1174)

Complete 6 month Reinvent Your Life coaching package ($2299.00)

  The Planning Parlor: If being part of a dynamic group of like-minded people who are committed to creating their best life appeals to you, the Planning Parlor is the perfect program for you. 60 minute group telephone coaching sessions are scheduled twice a month. Each session spotlights a particular aspect of retirement satisfaction based on the Retirement Success Profile (RSP). Members have an opportunity to ask questions and get coaching assistance. Enrollment is limited. *(see below for details)

*Planning Parlor Details: Enrollment in the Planning Parlor is limited to 12 people to allow adequate time for participation. Group coaching sessions for the Planning Parlor take place the 1 st and 3 rd Wednesdays of each month at 4 p.m., EST. IN THE NOW call-in coaching is available the 2 nd Friday of each month between 12-2 p.m., EST. A set of guidelines, including conference call number, will be provided upon enrollment.

Bonus : as a member of The Planning Parlor, you can take advantage of our special IN THE NOW call-in retirement coaching. Each month a two hour block of time will be scheduled when you can call for immediate coaching at no additional cost. Coaching is strictly on a first come, first served basis.

Investment:  Payment for coaching services may be made below using secure on-line credit card checkout.

1 month Planning Parlor enrollment ($59.00)

  Ongoing Personalized Coaching : Ongoing coaching is a great option if you wish to get one-on-one personalized coaching outside of the described packaged programs. 

You receive:

Prerequisites: I require a minimum commitment of three months.  In order to build a trusting relationship, set clear goals and see tangible results, this is a minimum time frame. Depending on your goals and obstacles you might encounter, a coaching relationship can last longer than three months. Completion of the online Retirement Success Profile.

Investment:  Payment for coaching services may be made below using secure on-line credit card checkout.

Three Months Personalized Coaching ($1174.00)

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Call me: (919) 942-2229          Email me: info@retirementlifeplanner.com