We partner with financial advisors who want to provide retirement lifestyle planning solutions to help their clients design their ideal life in retirement. A successful retirement 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!
What We Do
The Retirement Design & Longevity Planning ProgramThe 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– a series of 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 staffs) 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 Experts- COMING SOON