You may have spent a lot of time thinking about the financial aspects of retirement planning. Did you realize that there are social, psychological, physical and health-related aspects that are equally important?
The LifeOptions Profile™ and the Retirement Success Profile™ are two assessment tools that provide personal data to help you create the best plan for your retirement. Both of these tools are scientifically designed, validated, and proven to be effective in helping you prepare for a positive life change.
Your response to these assessments will reveal insights into your current attitudes and opinions about work, family life, relationships, leisure time and more. You will also learn about the impact your attitudes can have on the next chapter of your life. We build upon this new knowledge to create together an action plan to achieve your retirement goals.
The LifeOptions Profile™ (LOP™) assesses retirement readiness across 20 lifestyle and attitudinal dimensions in six life arenas:
- Career and Work
- Health and Wellness
- Finance and Insurance
- Family and Relationships
- Leisure and Social
- Personal Development
Upon completion of the LOP™, you will receive a report that describes how prepared you are and what you need to work on for retirement planning and transition. We review the results with you and support you in exploring key questions and next steps.
The Retirement Success Profile™ (RSP™) identifies personal strengths and areas of focus across 15 retirement success factors that closely affect retirement transition and planning. Across each of these factors, the RSP measures:
- your expectation of what retirement means to you
- your current behavior in managing each factor
- and the difference between the two, identifying which areas need attention
Upon completion of the RSP™, you will receive a comprehensive report outlining your results. We work with you to reach personal insights and develop a plan for moving forward.