Transition to Retirement Your Way
Someday is Today
Someday, I will travel where and when I want
Someday, I will pick up a hobby
Someday, I will read in the afternoon
Someday, I will have that ice cream and take in the view
Your Someday is Today
We help you make Someday Today
OUR SERVICES
Retirement Transition Program
Up to 12 months prior to your retirement
4 x 1 hour session
During our time together, we will explore your views and perceptions about retirement, what might concern you and what excites you about this next chapter of your life.
You will develop your own personal retirement blueprint that will be available for you as you enter retirement and throughout your journey. It will serve as a reminder of what is important for you, gives you purpose and makes you feel alive!
In Retirement
Monthly or Quarterly Touchbase
1 hour at your request (packgages of 4 available)
Plans change, things happen, you change and evolve. These sessions will allow you to revisit your blueprint and adapt it as your retirement unfolds.
Or we can spend an hour on topics, issues and concerns that come up as you go through your retirement
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