What will your retirement journey be?

Welcome to Your Retirement Path!

I assist forward thinking women and men aged 55 and above to transition into their next stage of life, without having to compromise their identity, and by supporting them to create a retirement plan, through group, 1:1 sessions and lunch & learn workshops.

I also assist employers and employees to be better prepared for their retirement years. We offer a a number of different webinars, lunch and learns and retirement packages that assist in preparing your employees for the next steps to retirement.

Value Proposition for Employers

  • Encourages mentorship with experienced and new employees.

  • Improves morale for those employees who will be retiring soon and may need some encouragement.

  • Pre-planning and coaching for retirement candidates can engage employees to re-focus at their work.

  • Builds confidence and peace of mind for future decisions.

SERVICES

  • Retirement coaching & counselling to:Groups, individuals, couples & organizations.

  • Webinars & workshops that engage your employees.

  • We offer ongoing support by creating a successful pre-retirement plan that can be changed over the years.

  • Happy and satisfied employees who have a next steps vision and plan into retirement.

  • Retirement surveys- Are you ready to retire?

Becoming retired- This video captures Bob and Reed interviewing Judy, who was afraid of retireing and how she took steps to prepare herself. She discusses some of her pain points she faced

What will your retirment journey be?

The new retirees want to explore, reinvent themselves and have more freedom in their lives to pursure their dreams. Do you have a vision or dreams of what you want to do in your retirement? I hope so because it is your time to live life to the fullest. It is a time to explore and try new new sports, like pickleball, travel to new places and have adventures of a life time. It is a time to meet new people, form relationships and discover a new way of life. That might be stepping out of your comfort zone. Are you ready to explore?

BENEFITS of having a plan

  • Reduces anxiety around retirement and enhances the ease of transition.

  • Freedom to do what ever you want, when you want.

  • Time for hobbies, sports activities and visiting with your friends.

  • Retirement planning workshops provide a roadmap to design and envision a practical and useful retirement plan.

  • Starting a second career, or working less hours.

  • More time with your grandchildren and family.

  • Opportunity to take courses at a local university, such as Learning in Retirement.

Questions about Retirement

What is the hardest part of retiring?

The hardest tasks in retirement are establishing a structure and personal relationships to replace what they had in their work environments. Work dictated the structure of their days and weeks for decades. In retirement, that structure has to be replaced.

When should I retire?

That is up to you. Most people retire around 60-65, but it all depends on your life situation. If your health is not good you may retire earlier. You really need to assess your own situation.

Do I need a plan?

It helps to have a plan. Write down in a small journal where you want to live, who you want to live with? This is a good place to start.

When should I start thinking about planning for my retirement?

Financially sometime in your late 30’s, and 55 start planning around your life dreams, hopes, living area.