Next Dance Retirement Planning and Coaching Services

Retirement in about hopes and dreams…yet find yourself at loose ends, not knowing “what to do with myself.” There are changes in your relationships, your status, identity, and your sense of purpose in life. You may relocate and find yourself having to make new friends far from old and familiar ones. This new life is filled with potential for new meaning and great satisfaction along with uncertainties and potential pitfalls unless we prepare.

The professionals of Next Dance help retired and pre-retired clients understand and manage the many personal and psychological challenges that retirement brings. We provide our clients individual assessment and professional guidance to help them achieve a personally satisfying and successful retirement.

At Next Dance we work with individuals, couples, and the financial, tax, and legal experts who advise them, to create a personally satisfying and successful retirement. We do this by providing:

Retirement Inventory, a validated instrument to determine your areas of strength and concerns on 15 dimensions of retirement satisfaction
Individualized detailed report describing questionnaire results, with exercises and recommended resources
Customized coaching based on individual client profiles
Guidance in creating actionable plans to achieve desired results
Training and customized materials for financial, tax, and legal advisors to help them uncover their clients hopes and dreams
Workshops for financial professionals, coaches, corporations and associations