What We Do

We do two things…

1) We partner with financial advisors and other companies and organizations who want to help clients design and live their ideal life in retirement. We help clients identify what is really important to them in their ‘Encore’ and how to make the most of their purpose and passions.

2) We have created a list of resources (people, companies, organizations, websites, and books)-The Longevity Network-to help clients identify and connect with needed solutions on their journey through retirement.

A successful retirement in a time of increased longevity balances the non-financial aspects of retirement- the physical, mental, social and spiritual- along with the financial aspects. We work with clients on the non-financial side.

Both sides need to be planned for to achieve a successful and happy retirement.

Our goal is to meeting clients where they are at in their retirement journey. Each client has different retirement dreams and ways of preparing for this transition that works best for them. This is why we provide a number of different approaches for helping clients.

The program is a collaboration of retirement and longevity experts- each with experience in retirement transitions and successfully navigating retirement. Together this group provides broad and comprehensive planning for life in retirement.

You select the way(s) you would like to deliver this guidance to your clients and we make it happen!

Encore Design & Longevity Journey Program

The program 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. Guiding and inspiring clients toward action is also important for success and happiness in retirement.

We do this by providing the following services:

Coaching-both individual and couples coaching is available to help clients design a vision of their ideal life in retirement.

Content– custom and curated content for you to share with clients (and prospects) on the non-financial aspects of retirement.

Webinars-webinars that helps clients (and prospects) see the possibilities in a 25+ year retirement. Each webinar helps clients and prospects understand and envision how these aspects come together to create their ideal retirement.

Program Integration-work with advisors (and advisory firm staff) to integrate the Retirement Design & Longevity Planning Program into the firm’s client experience.

Resources-books, websites, blogs, services, products, and worksheets to help clients plan life in retirement.

Longevity Network-helps people navigate the “6 Facets of Longevity”: Work & Purpose Health & Wellness Family & Relationships Home & Living Travel & Leisure Personal Security & Organization

Contact Read to learn more about this program.

Click to learn WHY We Do It.

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Click to learn HOW We Do It.