Individual Coaching

My role as your Coach is to be there to encourage, support, question, and challenge you.  But most importantly, I will always be there to help strengthen your ability to achieve your goals.  As your Coach, my expertise is in listening and questioning. Put simply, I will not preach, but I will definitely push. My style of coaching is very informal, yet very effective.

I offer two different Individual Coaching packages. Included in both packages are The Retirement Success Profile and a copy of Dr. Richard Johnson’s ebook, The New Retirement.

 

Package #1: Determine Your Dreams Coaching Package

This package provides facilitation in developing your retirement plan, including four coaching phone calls.

What You Will Achieve
  1. A Retirement Success Profile report that shows you what your priorities are for retirement and where you need to devote more time and energy in preparing for retirement
  2. A copy of Dr. Richard Johnson’s ebook, The New Retirement
  3. Your personalized retirement mission statements to guide your individual and collective decision making
  4. Your own retirement goals and plans
Our Process

The First Phone Call

  • We will introduce you to the process and provide an overview (30 minutes)
  • You take the Retirement Success Profile online
  • You draft a retirement mission statement

Second Phone Call

  • We review your Retirement Success Profile results and mission statement and we assign you homework (50 minutes)
  • After the call, you read The New Retirement and you complete your homework

Third Phone Call

  • We go over the homework and provide support into creating your retirement goals and plan (50 minutes)
  • After the call, you work on your goals and plan

Fourth Phone Call

  • We discuss and finalize your individual goals and plans (50 minutes)
  • After the call, you finalize your goals and plans

Your Investment: $495.00


Package #2: Determine Your Dreams Basic Coaching Package

This package provides facilitation in developing your retirement mission statement, including two coaching phone calls.

What You Will Achieve
  1. A Retirement Success Profile report that shows you what your priorities are for retirement and where you need to invest more energy in preparing for retirement
  2. A copy of Dr. Richard Johnson’s ebook, The New Retirement
  3. Start of your retirement mission statement
Our Process

The First Phone Call

  • We will introduce you to the process and provide an overview (30 minutes)
  • You take the Retirement Success Profile online
  • You draft a retirement mission statement

Second Phone Call

  • We review your Retirement Success Profile results and mission statement and we assign you homework (50 minutes)
  • After the call, you read The New Retirement and you complete your homework

Your Investment: $195.00


Are you ready for The Good Life?

Click here to sign up and download the Five Secrets Living to the Good Life.

Anyone approaching retirement needs to work with Mark!! He was a great listener and help me find the pathways to my next life. He was so encouraging and supportive as I began exploring my next steps and helped me move forward.

Jill

Burlington, VT

Have any questions or comments about our coaching?

Contact Us