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.