Scripts & instructions to introduce Retirement Coaching

Retirement Coaching Appointment 1

• Introduce Retirement Coaching
  • Script:  At our firm, we want to help you create an EPIC retirement which are four factors we have seen help our clients retire well. The four cornerstones are:
    • Engage at Any Age
    • Purposeful Living
    • Integration
    • Vitamin C’s of Successful Aging” which are: Connectivity, Curiosity, Creativity, and Charity
      The way we help you create your EPIC retirement is through Retirement Coaching. As you approach retirement, it’s my job to ensure you have enough money to sleep well at night and enough purpose which gets you excited to jump out of bed. Retirement coaching helps us identify the latter or said a different way, we help you discover what it is you are retiring TO. Ready to get started?  
• Introduce My Retirement Observations
  • Script: The Retirement Coaching process consists of five exercises. The first of the exercises is called My Retirement Observations. With this exercise, think about people you know who have retired. Identify the attributes of those who have retired well and those who haven’t.
• Review My Retirement Observations results
  • Results: Once the exercise is completed, select a couple of attributes of those who retired well and those who didn’t retire well. This will allow you to identify areas where a client may want to pursue or areas where they may be fearful.
• Introduce My Retirement Visioning & My Retirement Worksheet
  • Visioning Script: The second exercise is My Retirement Visioning. Our visioning exercise has 16 images of things to do in retirement. This will give us a clearer picture of what you want to experience in the rich years ahead. Select up to 6 images that represents your vision of retirement.
  • Retirement Worksheet Script: My Retirement Worksheet is the third exercise in our Retirement Coaching process and help you identify the lifestyle and economic benefits you receive from work. We offer 20 statements about work for you to evaluate the importance of each aspect with 0 being the least important and 5 being the most.
• Schedule next appointment
• Send email confirming Appointment and include link to My Retirement Visioning & My Retirement Worksheet Exercises (optional)

Retirement Coaching Appointment 2

• Review My Retirement Visioning results
  • Results: Why did you select each image and what does it represent to you?
• Review My Retirement Worksheet results
  • Results: How will the top Lifestyle Motivators be replaced in retirement? Are their Economic Motivators that need additional focus?
• Introduce My Retirementality Profile & My Ideal Week in Retirement
  • Retirementality Script: The fourth exercise is called the My Retirementality Profile. Within each group, choose the phrase that best describes you, with 4 being the best and 1 being the least. Do not leave any spaces blank, and be sure each group has a 1, 2, 3, and 4.
  • Ideal Week Script: The final exercise will help draw all the information from the previous exercises together to create what your ideal week in retirement might look like. How you spend your time in retirement will include your family, friends, community, leisure, health, purpose, and meaning. Think about your Ideal Week in Retirement and use this calendar to outline your ideal week.
• Schedule next appointment
• Send email confirming Appointment and include link to My Retirementality Profile & My Ideal Week in Retirement Exercises (optional)
  • Find the My Retirementality Profile & My Ideal Week in Retirement Exercises in the ROL Software

Retirement Coaching Appointment 3

• Review My Retirementality Profile results
  • Script: The results from the Retirementality Profile shows what is most important to you. The results are broken down into 4 categories:
    • Leisure – spending time on travel and hobbies
    • Connect – spending time with friends and family
    • Renew – spending time on wellness
    • Engage – spending time working and learning
      In the area(s) with the highest score(s), let’s define how specifically you might spend your time in retirement.
• Review My Ideal Week in Retirement results
  • Script: Many find creating an Ideal Week to be an overwhelming exercise. Now that we have completed the other four exercises, can I share with you some of the insights I gained?
• Schedule On-the-Cusp appointment 3-6 months prior to retirement and include link to Retirement Coaching report found in the ROL Software

Retirement Coaching On-the-Cusp Appointment

• Review previous answers to all Retirement Coaching tools
• Schedule Honeymoon appointment 6-12 months after retirement and include the Retirement Coaching Report located within the ROL Software with the Appointment Reminder
• (Optional) If you have access to the ROL Index, ask them to complete it so you have a score before retirement and after to see how their satisfaction with life compares.

Retirement Coaching Honeymoon Appointment

• Ask the client:
  • What are you enjoying most about retirement?
  • What are you enjoying least about retirement?
• Review previous answers to Retirement Coaching tools to discuss solutions to what they are enjoying least about retirement.
• Schedule Reality-Check appointment 18-24 months after retirement and include the Retirement Coaching Report located within the ROL Software with the Appointment Reminder
• (Optional) If they have previously taken the ROL Index before retirement, ask them to complete it again to see how their satisfaction with life compares. 

Retirement Coaching Reality-Check Appointment

• Ask the client:
  • What are you enjoying most about retirement?
  • What are you enjoying least about retirement?
• Review previous answers to Retirement Coaching tools to discuss solutions to what they are enjoying least about retirement.
• (Optional) If they have previously taken the ROL Index before retirement, ask them to complete it again to see how their satisfaction with life compares.