I Love My Retired Life Programs
Traditional retirement planning typically includes a goal-based discussion that revolves around big-picture items that require savings – annual travel, a second home, or maintaining a lifestyle based on a percentage of your pre-retirement income. What’s missing are the intangibles – the thoughts, feelings, and experiences that are at the root of living a genuinely rewarding retirement. To assemble the missing pieces, it’s important to figure out what’s truly important about your time in retirement, which is exactly what we are going to help you uncover with our I Love My Retired Life Program.
Setting the Foundation for the Retired Life You Love
History and Mindset
Learn to navigate one of the biggest changes in your life with confidence. This first class helps you take initial steps to prepare for this next exciting phase of life. Start creating your retirement vision here!
Social Connection
Transform your relationships (to yourself and to others) to build a network of loving support and enjoyment during your retirement years. Learn how to create strong connections and healthy boundaries in all your relationships (new and old).
Mental Wellness
Connect to a you who worries less, lives more in the present moment and trusts in a beautiful future. Explore what is holding you back from embracing the life you are meant to live.
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Importance of Place
Work through determining the best place(s) to call home during your retirement years. Where you live plays a big part in your health and wellbeing during your second chapter.
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When To Retire
Explore your decision on when and how to fully retire. What are your personal decision factors? Make a conscious plan for what makes most sense for your life.
Financial Mindset and Savvy
Deep dive into your beliefs and mindset around wealth potentail and worthiness moving forward into retirement.
Spirit and Purpose
Shift into living with deeper satisfaction and meaningful purpose. Learn how to enjoy and feel deeply connected to your life's journey instead of "just getting through it".
Family Dynamics
Explore how challenges with aging parents, siblings or adult children influence your choices and experiences with retirement.
Physical Health
Identify and review your current health habits, health opportunities, as well as health concerns and build specific steps to make sure you “Retire with” something rather than “Retire to” something.
Life Partner Alignment
Move through any differences you and our partner are facing regarding all aspects of retirement. You will work to find common ground and grow closer together in the process. It’s hard enough to retire as an individual, let alone try and figure out all the pieces of the puzzle with someone else.
Retirement Dashboard
In this final class, you build a plan to take action on what you have learned in all the previous classes. Our goal is to develop a written, concrete plan to help you replace your work identity, fill your time, stay relevant and connected, as well as keep mentally and physically active.
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What Our Clients Say
