Pre-Retirement Strategy Sessions

Design an Exit Strategy and Navigate the Initial Post-Career Phase

If you knew that your company was going to face a major, dramatic change in six months, would you start developing a strategy to deal with this change now?”

–Marshall Goldsmith

Strategic Steps

1.  Design an Exit Strategy and Make a Great Exit

2.  Clarify Values, Priorities, and Aims so You Can Live Life on Your Own Terms

3.  Address Questions and Concerns that Weigh You Down

4.  Create a Menu of Options and Opportunities Worth Doing

5.  Plan your Initial Post-Career Phase and Get Off to a Great Start

This one-on-one coaching centers around the retirement transition for professionals.
Program components include:

Assessments

·   Life Transition and Role Review Interview

·   LifeOptions Profile Assessment

·   RQ/Retirement Intelligence Assessment

·   VIA Strengths Values Assessment

Exploration

·   How to fulfill needs met at work as you begin your post-career phase

·   Gather, clarify, and test options for possibilities and opportunities

·   Identify external threats and internal obstacles

Strategic Planning

·   Design a timeline and action steps for your exit

·   Design a timeline and action steps for your new beginning

·   Design ways to honor and celebrate the transition