SERVICES FOR COUPLES We offer two options for couples:
the Full Retire Your Way coaching package and the abbreviated Econo package.

SERVICES FOR COUPLES We offer two options for couples: the Full Retire Your Way coaching package and the abbreviated Econo package.



Full Retire Your Way
Coaching Package


The Full package will give you extensive support in developing your retirement plan, including seven coaching calls.

A Retirement Success Profile that shows you what your priorities are for retirement and where you need to invest more energy in preparing for retirement

A copy of Dr. Richard Johnson’s book, The New Retirement

Your personalized retirement mission statements to guide your individual and collective decision making

Your own retirement goals and retirement plans

Coaching call #1 to introduce you both to the process and provide an overview (30 minutes)

You each take the Retirement Success Profile on line

You each draft a retirement mission statement

Coaching calls #2 and #3 to review each of your Retirement Success Profiles and mission statements and assign you each homework (60 minutes for each partner)

You each read The New Retirement, and do your homework

Coaching calls #4 and #5 to go over the homework and provide support into creating your retirement goals and plan (60 minutes for each partner)

You work on your goals and plan

Coaching call #6 to discuss similarities and differences in your goals and plans and assign homework (60 minutes)

You finalize your goals and plans

Coaching call #7 to help you finalize your individual goals and plans in a harmonious way

Investment: $1495.00

Econo Retire Your Way
Coaching Package


The Econo package will provide you with the tools to develop a retirement plan more independently, with support from four coaching calls.

A Retirement Success Profile that shows you what your priorities are for retirement and where you need to invest more energy in preparing for retirement

A copy of Dr. Richard Johnson’s book, The New Retirement

Coaching call #1 to introduce the process and provide an overview (30 minutes)

You each take the Retirement Success Profile on line

You each draft a retirement mission statement

Coaching calls #2 and #3 to review each of your Retirement Success Profiles and mission statements and assign you homework (60 minutes for each partner)

You each read The New Retirement, and do your homework, including work on your goals and plan

Coaching call #4 to help you finalize your individual goals and plans in a harmonious way

Investment: $595.00

“Retirement: That’s when you return from work one day and say, “Hi, Honey, I’m home—forever.” —Gene Perret

 

 

 

Retirement: Thats when you return from work one day and say, Hi Honey, Im home - forever. - Gene Perret