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Retirement Coaching for ‘Third Age Boomers’
Be an On-Purpose 'Boomer'
The Baby Boomers have re-emerged in their "Third Age" and are having a huge impact in terms of Retirement Planning. Advances in medical science also mean that Baby Boomers may spend a third of their life (approx 30 years) in retirement or in their "Third Age."
The Financial Planning Industry has been very successful in convincing Baby Boomers that they need to have a comprehensive financial plan for their retirement. However, what has been largely overlooked is the retiree's holistic lifestyle needs, which, in many cases, is just as important as their financial needs.
Planning for retirement is important. Many retirees regret not having planned their retirement better and according to some analysts, satisfaction is remarkably greater when you can plan for your retirement. Furthermore, the longer you have to planyour retirement, the higher will be the satisfaction and happiness of your retirement. (Adapted from William, Rhinehart and Blank 1992 - Early Retirement)
Holistic Lifestyle Retirement is more than the long awaited world trip; the new car; relocating to the seaside; taking it easy and spending time with the grand children.It is best summarised by this formulae.
Our On-Purpose Coaching for Boomers will help you to:
- Plan for a purposeful, fulfilling and happy retirement
- Live out your life purpose across all seven areas of your life – Physical/Health, Family, Financial, Spiritual, Social, Intellectual and Work (if you chose meaningfully contribute in the workplace, either part-time or full time)
- See life after 50 as having amazing new possibilities
- Create and align your retirement to your life purpose and to a compelling vision
- Look beyond cultural conditioning and learn a new meaning of success that is more than power, prestige, position, pleasure and property.
Holistic Lifestyle Retirement Planning
Successful retirement doesn't just happen without being prepared and intentional about your planning.
As a Baby Boomer you will probably spend about one third of your life span in retirement. You will therefore need to be proactive in the way you confront and deal with real life issues. There is much more to retirement than having a financial plan.
Other than financial needs, developing a holistic retirement plan will mean you need to consider and deal with a range of issues. These include:
- Health issues
- Legal issues
- Relationship issues
- How to make productive use of time
- Apprehensions/Fear issues in ageing
- Life Purpose issues
- Life Balance
- Relocation issues
- Housing issues
- Legal issues; and
- Safety issues
In all there are some 120 issues and sub-issues to be considered in developing a holistic lifestyle retirement plan.
We will work with you to:
- Identify and clarify the issues
- Prioritise the issues to reflect a holistic, balanced and integrated retirement plan
- Develop time lines, strategies and action plans to 'make these happen'
- Compile and document your On-Purpose® Holistic Retirement Plan
How Does Holistic Lifestyle Coaching for Baby Boomers Work?
Holistic Life Style Coaching provided by On-Purpose Partners can meet your retirement planning needs. We work closely with highly respected Financial Planners and experts in Elder Law to cater for all your retirement needs.
Your On-Purpose® Boomer Coach will take you through all your retirement issues so that you will have a comprehensive plan for the rest of your life.
We help you through one-on-one coaching to develop a comprehensive retirement plan. Our coaches can help you clarify your unique Boomer needs and desires, achieve your most important objectives, and make your journey more rewarding and On-Purpose.
The features of our coaching include the following:
Step One - Initial Meeting
Meet with you for approximately 2 hours to discuss all the issues that you consider important in your retirement. These will emerge from completing the On-Purpose® Retirement Questionnaire.
Step Two – Subsequent Meetings
Normally these 60 – 90 minutes sessions will take place weekly or fortnightly until you have developed your On-Purpose® Holistic Retirement Plan.
Once we have prioritised all the issues that are important for you, we will develop action plans for each. This usually takes around 5-7 sessions.
Step Three – Document Your Holistic Retirement Plan
As we work together to develop your Vision for your retirement through the coaching sessions, we will assist you to compile and document your On-Purpose® Retirement Plan. This will be an invaluable document for you.It will be your retirement Road Map or your Retirement On-Purpose Bible.
Step Four – 'Ongoing Check Ins' (Optional)
We know from experience that you will be very satisfied with your On-Purpose® Holistic Retirement Plan and that you would like to keep in touch with your On-Purpose Retirement Coach every three months. We will help keep you on track and offer you encouragement and accountability as an On-Purpose Partner.
How do I know if I need an On-Purpose Retirement Coach?
Complimentary 1 hour meeting 
To assist us in identifying the issues facing you, please contact us and we will send you a copy of our On-Purpose Boomers Questionnaire. We will provide you with feedback and are happy to have a complementary 60min meeting with you either face-to-face if you are local or by phone, Skype, or Web Cam if you are anywhere else within Australia.
