You may have heard of a lot of different coaching specialities that support you in different areas of your life – in your Career, Health and Fitness, Leadership or Dating. However, not many people have heard of a Retirement Coach, and might be curious about what is involved in this type of work and how it could help them.

This blog shares some answers to a number of different FAQs about how working with a Retirement Coach can help you plan for a happy and meaningful retirement.


Q: Where do I start?

My Kick Start Your Retirement Planning session which includes the Life Options Assessment and unique report, followed by a 90-minute online coaching call. In order to get a clearer picture of your readiness for retirement and take stock of your current situation, you would complete the Life Options Profile assessment. This produces a unique report which assesses your 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, and Personal Development.

It can show where you are well prepared for one thing while not being quite so ready for something else to happen.

During the 90-minutes coaching call, we will review your report’s results and get a much clearer understanding of where you are now, where you want to be in your retirement, and how prepared you are to retire. This programme is ideal for setting you on the path to retirement readiness and map out practical next steps with a Retirement Action Plan.


Q: What do we talk about in Retirement Coaching? 

Retirement Coaching is more than just having a supportive conversation. It’s about strategically exploring the six life arenas more fully (from the Life Options Profile), enabling your mind to open-up to a whole range of new questions, considerations and possibilities. It might all feel a tad overwhelming at first – but then you start getting excited about the possibilities. It doesn’t take long for a new vision of retirement to start forming.

Retirement Coaching can help you:

  • Understand what motivates you and how you handle inevitable change
  • Explore and evaluate your lifestyle options
  • Resolve retirement issues and concerns
  • Bring your plan to life for what you really want
  • Ease the retirement transition
  • Be ready to face inevitable ‘change’
  • Look forward to your new lifestyle
  • Plan a personal strategy for the future
  • Take steps to achieve your objectives
  • Prepare to face your new life with confidence and purpose


Q: What if I’m doing fine with planning my retirement, do I really need a Retirement Coach?

If you’re in a positive place with your plans, that’s great news! The coaching and report may have been the much needed nudge to help you focus on which areas in your life you could better prioritise. Talking through your ideas can revitalise your motivation and kick start the exploration!

You may find it helpful to book ad hoc 60 or 90-minutes coaching calls to explore maybe one or two areas identified in your report that need further consideration and action. These could be specific self-awareness activities (such as strengths profiling, understanding your values and motivators), review your CV and interview preparation, or plan your strategy for career options pre- and post-retirement.


Q: I’m looking for a more intensive, ongoing programme of support, how can you help?

My Retirement Transition Programme is ideal if you would benefit from on-going support to ensure momentum and hold you accountable for creating the retirement transition you’re seeking. This programme includes the Life Options Assessment and report, followed by a 90-minutes online coaching call and Action Plan, and we would work together for eight 1-hour sessions over the space of several months, with each session followed up by reflections and actions you will take away to work on. Each meeting includes intensive dialogue and coaching – each session building upon the last, and measurable progress in every conversation.


Q: Do you work with couples?

Absolutely! If you would like to work with your partner for some of the Retirement Transition Programme’s eight coaching sessions, this is another way to align your goals and generate ideas for each other. I would also recommend that your partner completes the Life Options Profile too.

Q: Do you provide financial planning advice?

No. I am not a qualified Financial Adviser and my Retirement Coaching and Transition Programmes are focused on non-financial planning. So much focus and attention, understandably, goes to the financial planning and creating a financial security for the future. However, all the other elements of your retirement can often get overlooked, which is what my transition coaching supports you with. I can provide links and resources for pension and financial matters, to help your research, if needed.

If you’re ready to write the next chapter of your life and plan towards a successful, and happy, retirement, do reach out for a FREE telephone consult to discuss which programme would work best for you.

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