MY COACHING PROCESS
Coaching is a very personal process. Therefore, it is very important that our partnership is both positive and productive. I provide a 30 minute complimentary session (in person or by phone) to learn about each other and to discuss the goals you want to work toward.
Coaching Engagements begin with a robust Retirement Readiness assessment & interpretation so that together, we can pinpoint strengths, opportunities and priorities.
Coaching sessions are 60 minutes in length and can be done in person or by phone.
A summary of each coaching session will be provided, outlining key discussion points and commitments made. I will also send/refer you to pertinent exercises, articles, tools and resources to support your specific goals.
BLOOMER FOUNDATION PACKAGE
30 minute complimentary session
Retirement Options readiness assessment & interpretation (about 90 minutes)
One coaching session
BLOOMER DESIGN PACKAGE
All components of Bloomer Foundation Package
Five additional coaching sessions (over 2-3 months) to collaborate on creating your unique retirement plan
Email support as you work toward your goals
For longer engagements, couples, organization workshops/coaching, and small group coaching, please contact me: