The Basics of Retirement Coaching
- What is a Retirement Coach?
A retirement coach focuses on the non-financial aspects of your transition into your “third act”. While financial advisors help you save money for retirement, a retirement coach helps you figure out who you want to be and what you want to do with that time so your savings bring you true fulfillment. - How is this different from financial planning?
Think of it this way: financial planners manage your money, while FlouriSHIFT helps you invest your most valuable asset—your time, based on your interests, goals and desired lifestyle. - Why would someone need a coach for retirement?
Many people assume sailing into retirement is easy, but it is actually a highly complex life transition filled with identity shifts, routine changes, and potential pitfalls. A coach acts as a strategic partner to help you build a personal roadmap so you can step into this new phase with clarity and confidence.
What to Expect in Retirement Coaching
- What does the coaching program actually include?
Through structured, evidence-based sessions, we work collaboratively to create your retirement blueprint. Together, we will:- Clarify short-, mid-, and long-term goals for your lifestyle.
- Identify personal and community resources you can leverage.
- Uncover and strategize around obstacles to filling your time meaningfully.
- Refine physical, emotional, and cognitive skills to help you stay relevant, connected and engaged.
- Develop the positive mindsets needed to sustain your motivation.
- Is there homework between our sessions?
Yes. To reinforce what we discover during our active sessions, you may be given targeted exercises to complete between meetings. This keeps your momentum going and turns insights into real-world habits. - How are the coaching sessions conducted?
All standard coaching sessions are conveniently hosted live via Zoom, allowing you to participate from the comfort of your home or wherever your travels take you.
How to Get Started with Retirement Coaching
- What do I need to do before my first session?
Prior to our initial session, you will review and sign a standard coaching agreement. You will also fill out a Client Intake form to help me understand what you wish to focus on before we speak. - How can I see if FlouriSHIFT is a good fit for me?
The best way to start is to schedule an introductory conversation. We will discuss where you are in your retirement journey and see how our evidence-based tools can best support your personal goals. - What do I do next?
Schedule your free, no-obligation, 20-minute introductory Discovery call here. I look forward to meeting you!