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UNLOCKING A FULFILLING RETIREMENT: A NON-FINANCIAL ASSESSMENT APPROACH

Laura's Testimony....  "I gained a tremendous amount of insight reviewing my RSP assessment results with Joanne in late 2019.  The results revealed that while I was financially ready to retire in 2020, I was not really ready to move forward with my plans on an emotional, spiritual and sociological level, as my personal identity was still very much wrapped up in my high profile professional career.  Joanne very sensitively and non-judgmentally helped me understand my assessment results, which indicated that I needed to spend a lot more time thinking through the many other important dimensions of retirement.  To that end, I have spent the past several months doing this harder yet critical "personal" work and am happy to report that I'm now truly ready to retire, which will occur in September 2020. I am now looking forward to having more free time to spend with family and friends, as well as to exploring various artistic, academic, and community endeavors that I simply did not have enough time for in the past.  Thank you, Joanne, for all your help in catalyzing me to take the leap into the next phase of my life!"

  • Retirement Success Profile™ (RSP)

  • LifeOptions Profile™ (LOP)

  • Retirement Intelligence Assessment (RQ)


Embarking on the journey of pre-retirement or recent retirement is an exciting yet complex phase of life. To guide individuals through this significant transition, New Perspective Coaching offers a trio of comprehensive non-financial retirement assessments. These assessments are tailored to address specific client concerns, helping them navigate this transformative period with clarity and confidence.​

The Retirement Success Profile (RSP) and The LifeOptions Profile have been designed to complement each other, providing a comprehensive view of your retirement readiness. Depending on your unique needs, these assessments can be administered individually or combined for a more holistic perspective.

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​CLIENT ENGAGEMENT: Elevating Your Retirement Journey
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To amplify the impact of the Retirement Success Profile (RSP) and The LifeOptions Profile, there is a range of client exercises tailored to your unique circumstances. They offer heightened focus and personal relevance to the 15 retirement success factors.​

The Retirement Success Profile (RSP) is a meticulously crafted self-assessment featuring 120 items. It has been scientifically validated and proven reliable in measuring the 15 pivotal factors crucial for a dynamic understanding of your retirement journey.

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Retirement Success Factors:​
 

  1. ​Work Reorientation

  2. Attitude Toward Retirement

  3. Directedness

  4. Health Perception 

  5. Projected Financial Security 

  6. Current Life Satisfaction

  7. Projected Life Satisfaction

  8. Life Meaning 

  9. Leisure Interest

  10. Adaptability 

  11. Life Stage Satisfaction 

  12. Dependents

  13. Family and Relationship Issues

  14. Perception of Age

  15. Replacement of Work Functions​​



Upon completion, you'll receive a comprehensive 23-page report. This report presents your Present Behavior (PB) scores, reflecting your current preparedness across each retirement factor. Additionally, Expectation (E) scores highlight your desired outcomes and the value you place on each factor. The assessment empowers you to enhance your retirement readiness by focusing on your strengths and prioritizing key areas for growth. Suitable for both pre-retirement and post-retirement stages, the RSP can be taken as early as 15 years before your retirement date.



The LifeOptions Profile™ assesses your retirement readiness across 20 distinct lifestyle and attitudinal dimensions, spanning six life arenas: Career and Work, Health and Wellness, Finance and Insurance, Family and Relationships, Leisure and Social, and Personal Development. This versatile assessment is adept for use in corporate workshops, group settings, or individual coaching. By unraveling insights about retirement lifestyle considerations, the LifeOptions Profile™ sparks meaningful discussions in group environments. Clients frequently opt for one-on-one coaching to delve deeper into their results. The personalized report highlights your readiness in various areas, identifying gaps and serving as a practical blueprint for retirement planning and transition.


​The LifeOptions Profile™ provides a clear assessment through color-coded designations (red, yellow, green), offering insights into your readiness across most dimensions. This designation is compared to others who have taken the assessment, illustrating your unique retirement positioning. Moreover, the assessment delves into various dimensions of your life, from Ideal Work to Volunteering, offering a comprehensive view of your evolving retirement lifestyle.​


UNCOVERING CLARITY: Powerful Questions

Our coaching process is enriched by the power of thought-provoking questions. By guiding you through these queries, we help you unearth greater clarity and shape successful retirement strategies that resonate with your aspirations and goals.​


PERSONAL GROWTH: Illuminating Pathways


The Retirement Intelligence RQ Assessment represents our third offering. Through a diverse range of questions, we gauge your Retirement Intelligence (RQ), encompassing key aspects such as retirement knowledge, work-life dynamics, and personal beliefs that shape your transition. By analyzing this data, we provide scores and actionable recommendations, guiding you toward fruitful discussions and next steps in achieving a successful retirement transition.

Navigating Your Retirement Intelligence (RQ):

 

  • Retirement Knowledge

  • The Role of Work in Your Life

  • Personal Perspectives on Retirement

  • Nurturing a Fulfilling Transition


Together, we embark on a transformative journey, unlocking the non-financial dimensions of your retirement readiness. Our assessments, coaching, and engagement tools are designed to empower you to craft a retirement lifestyle that aligns with your aspirations, values, and goals.

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