Meeting clients where they are at in their retirement journey. . .is My Life’s Encore goal when working with clients. Each client has different retirement dreams and ways of preparing for this transition that works best for them. We provide retirement lifestyle planning solutions to financial advisors who want to help clients create a vision for this phase of their lives. A successful retirement balances the non-financial aspects of retirement- the physical, mental, social and spiritual- along with the financial aspects.
The Retirement Lifestyle Design ProgramThe program provides a number of options for advisors to help clients plan for the non-financial aspects of retirement. It includes the following elements to guide clients in creating a retirement lifestyle that is successful and happy.
- Education– understanding the benefits of creating a vision of retirement is the first step.
Coaching– both individual/couples and group coaching options are available to help clients design a vision of their ideal life in retirement.
Content– custom and curated content for you to share with clients on the non-financial aspects of retirement
Webinars– a series of webinars that helps clients (and prospects) see the possibilities in a 25+ year retirement. Each webinar helps clients and prospects begin to envision aspects of their ideal retirement.
Resources– books, websites, blogs, services, products, and worksheets to help clients plan life in retirement.
Program Integration– I work with advisors (and advisory firm staffs) to integrate the Retirement Lifestyle Design Program into the firm’s client experience. My goal is to make sure you are providing the needed resources so clients can live their best lives in retirement.