RETIREMENT COACHING & TRANSITION SERVICES While the finances of retirement are important, many people don't consider the other areas of life impacted by this transition. We partner with individuals to examine the characteristics key to a healthy and successful retirement. This service can also be provided to organizations seeking to help employees nearing retirement. LifeOptions Profile Development Assesses retirement readiness in six areas: career and work, health and wellness, finance and insurance, family and relationships, leisure and social and personal development. Individual Coaching Sessions Face-to-face or virtual meetings to dialogue about the LifeOptions Profile and your retirement, with suggestions and guidance from a certified coach. Customized Plan for Your Retirement Creation of a plan based on sessions and the LifeOptions Profile to prepare you for retirement and minimize feelings of purposelessness, depression or anxiety. 20