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Financial & Legal Advisors

Companies & Associations

With increased longevity horizons, your role as trusted advisor expands to helping clients identify, fund, and act on long held desires. Knowing the person inside your client leads to:

How are you helping your employees and members make effective late career employment decisions? Our unique approach will result in:


• Trust & Loyalty
• Competitive advantage
• Client retention, referrals, and increased revenue


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• Reputation as an employer/association of choice
• Retention of intellectual capital
• Committed and productive employees


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Individuals & Couples

Career Counseling & Outplacement

Getting in touch with the non-financial elements of retirement/next phase of life greatly increases your odds of having the retirement of your dreams. Find out:

Late career and retirement transitions can be very traumatic. and can be filled with trial and error. You can improve your client's post-career success rate by understanding:

• Where you currently are on 15 retirement dimensions
• Where you need to be for your desired future
• How to get there


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• Current status on 15 retirement/next phase dimensions
• Where they need to be in the future, and
• Developing strategies to bridge the gaps


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Coaches, Counselors & Therapists

Retirement Exploration Survey

The transition to retirement can present an emotional challenge for many of your retired or pre-retired clients. You can help them achieve a better understanding of their non-financial retirement strengths and needs and to plan for fulfilling next stage of life. With the Next Dance program you can:

The Retirement Exploration Survey measures an individual’s self appraisal on sixty items that collectively compose fifteen dimensions important to retirement satisfaction.


• Enhance the value of the meaningful work you do
• Develop a unique practice niche
• Increase referrals


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• Choose our Pre-Retired or Retired version
• Receive your personal YNDR report in 24 hours
• Get help understanding your results


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