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Retirement Planning


Retirement is a life transition that's fraught with personal and financial challenges. Responsibilities for aging parents often accompany this phase of life, making it difficult to juggle your own needs with those of your family. Retirement coaching provides assistance in learning how to balance these competing demands.

Retirement requires developing a financial plan for the future and making decisions about how to best manage your assets going forward. Some of my clients choose to relocate to less expensive parts of the country so their financial resources stretch further. Others decide to downsize their dwelling and look for a home that's all on one floor.

Clients who have been career oriented sometimes find the unstructured time in retirement, difficult. They use our coaching sessions to explore new interests and sources of fulfillment. Sometimes this means enrolling in a class, joining a club or learning a new skill. Frequently, old friends have moved away, pursuing their own retirement dreams. This might call for engagement in activities that bring new people into your life. For many retirees, relationships with grand children are a new source of pleasure. 

Sometimes finding part time work becomes important both financially and socially. But this requires a shift from building a career to finding work that's meaningful or fun.

Retirement can be a phase of life that's exciting and fulfilling, allowing you to spend time pursuing hobbies you may have left behind. Often, I ask clients to write out a plan for their ideal life. Then we begin planning how to make this happen.

If you or someone you know is facing retirement and feeling the need to talk to someone, give me a call. I offer a free 30 minute zoom session so we can decide if working together might be a good fit.

Contact Me

Availability

Eastern Time Zone

Monday:

11:00 am-8:00 pm

Tuesday:

11:00 am-8:00 pm

Wednesday:

Closed

Thursday:

11:00 am-8:00 pm

Friday:

11:00 am-8:00 pm

Saturday:

Closed

Sunday:

Closed