Next Dance Retirement Planning and Coaching Services

OUR SERVICES

Retirement is about hopes and dreams

Retirement is about hopes and dreams but can also be one of life’s most challenging transitions. There are changes in one’s relationships, status, identity, and sense of purpose in life. Many people relocate and find themselves 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 which can be minimized when people prepare in advance.

Without thinking through the non-financial aspects of this next phase, many people find themselves at loose ends, not knowing what to do on a daily basis or what path to follow to find fulfillment.

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 Exploration Survey - A well researched and highly reliable instrument to determine areas of strength and concerns on 15 dimensions of retirement satisfaction

Your Next Dance Review - An individualized and detailed report describing the survey results, with exercises and recommended resources

Customized coaching - Based on individual client results

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

Client Groups

• Individuals & Couples

• Financial & Legal Advisors

• Companies & Associations

• Career Counseling & Outplacement Firms

• Coaches, Counselors and Therapists