Retirement Coaching - The Palmer Experience








Personal Coaching \|Retirement Coaching \|Business Coaching \| Values Assessment

Retirement Coaching

A custom-designed plan, authored by you

Deep inside, you already know what you want your retirement to look like. As a certified coach, I use my training and insight to help bring it out. Working closely together, we'll explore the many dimensions of retirement life. And we won't use a template approach – no force fitting your needs into a pre-conceived page. You end up prepared for your future with a one-of-a-kind plan, custom designed for you.

Using my financial, investment, and IRA/retirement expertise, I can help you develop a comprehensive approach to retirement that will address your unique situation and goals. After our coaching sessions provide tangible guidance, I'll assemble a complete team of hand-picked advisors: agents, attorneys, and planners, all focused on one goal — your financial success.

An advocate to count on

If you already have professionals you rely upon, I can act as your advocate, bringing together your existing suppliers (insurance, CPA, attorney, investment broker, health insurance agent, etc.) to ensure they understand your "big picture" and facilitate your success. My second, unbiased opinion can prove highly beneficial, helping you make the best decisions for your future. Not many planners offer this strategy, but they should. It brings results.

A bright future

Either from scratch, or by using the advisors with whom you already work, my retirement/financial coaching will bring together a group of experts, all focused on giving you peace of mind while helping ensure a prosperous future and meaningful, secure "golden years" scenario – all based on the values important to you.

You'll identify and use your personal values to decide:

When do you want to retire and is it possible?
What defines a meaningful retirement?
What do you consider "financial success?"
How much money do you need/want for income?
Where do you need to spend money?
Where do you want to spend money?
How do you best involve your heirs?
What kind of legacy do you want to leave?
And more

Can I help you?

Have you thought about retirement coaching?

Is retirement one of your specific concerns? My coaching can help you attain a secure future and fulfill your dreams. Specifically, I can work with you to determine:

The best time for you to retire
What a "happy retirement" means to you
What constitutes financial security for your situation
Reasonable goals for saving, spending, and investing
Heir involvement and considerations
What kind of legacy you want to leave
And much, much more

Read more about retirement coaching.

Download my FREE newsletter

"No man ever steps in the same river twice, for it's not the same river and he's not the same man."

—Heraclitus, philosopher (c. 540-470 BCE)

Respond and learn how financial and insurance products and investment strategies can be used in various planning strategies. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal or tax advice. Please consult with a professional specializing in these areas regarding the applicability for this information to your situation. 16109 1100310