Individual Consulting

Step 1: The Bronze Basic Level

  • Meet with Transition Consultant Betty Burr to begin looking at your 3-steps of transition: 1) Identifying your abilities, skills and experience; 2) Determining your “drivers” – what you really want to do in later life; 3) reading and investigating options, telling yourself and others what you dream of, and planning your first action steps.

  • Take the web-based Retirement Success Profile assessment on line at your convenience and immediately receive a 23-page report, which also goes to your consultant.


  • Enjoy one hour of consulting with Betty Burr, your professionally trainer RSP retirement consultant, to interpret the assessment and layout your plan to close the gaps. 

Step 2: The Silver More Complete Level

  • Use an additional 60-minute consulting session with Betty Burr to help you firm up your plan and give you tools to start achieving your goals.

Step 3: The Gold Even More Complete Level

  • Continue the coaching relationship for 3-6 months in order to stay on target and on purpose. Complete your retirement plan and get energized for the next fulfilling stage of your life.