As retirement approaches, it is a chance to rediscover yourself, prioritize relationships, explore passions, and engage with your community. Unfortunately, retirement is often associated with ensuring that you have enough money and not much thought has been given to what you want to get out of your retirement.
Being intentional in exploring and understanding what a happy, satisfying, and productive retirement looks like can help provide a successful and well-lived post-working life. What will allow you to be your best self in retirement and create the best life possible? Working with a certified retirement coach can help you find the answers.
As part of our retirement coaching, there are two proprietary assessments designed to help individuals explore options, creating awareness and enjoy a more fulfilling retirement;
- The Retirement Success Profile™
- LifeOptions Profile™
For Organizations
Navigate the future with confidence by prioritizing employee wellbeing and strategic succession planning.
For Financial Advisors
Strengthen your client relationships, differentiate your services, and solidify your position as a trusted advisor.
For Individuals
Curate a retirement lifestyle that matches your dreams. Embrace the freedom to explore, learn, and savor every moment.
Organizations
Invest in Your Team’s Future
Preparing your employees for retirement is more than just good planning—it’s a meaningful way to honor their contributions and ensure organizational success. With Career Development Partners’ Retirement Options program, you can create a win-win approach to succession planning, employee wellbeing, and workforce transitions. Our tailored support helps individuals thrive in retirement while strengthening your organization’s culture and continuity.
- Strategic Succession Planning – Ensure seamless leadership transitions and maintain organizational continuity.
- Holistic Workforce Management – Optimize talent strategies while supporting smooth employee transitions.
- Employee Wellbeing – Provide personalized support for a fulfilling and stress-free retirement.
- Future Planning – Empower your organization to plan ahead and mitigate risks effectively.
- Celebrating Contributions – Honor the legacy of retiring employees while fostering engagement and loyalty.
Proper retirement planning goes beyond financial considerations. With life expectancies extending 30 years or more post-retirement, this phase can be one of life’s most fulfilling chapters. By supporting employees in their transition, you create a culture that values their contributions and builds loyalty across all stages of their careers.
Financial ADvisors
Elevate Your Clients’ Experience
Unlock new dimensions in financial planning by incorporating our holistic retirement lifestyle solutions. Strengthen your client relationships, differentiate your services, and solidify your position as a trusted advisor. Our platform seamlessly integrates with your financial planning toolkit, adding a layer of lifestyle optimization that sets you apart in a competitive market.
- Enhance Client Value – Go beyond finances by tailoring plans to meet individual needs and aspirations for a fulfilling retirement.
- Empower Clients – Build confidence by guiding clients seamlessly through the transition from saving to spending in retirement.
- Elevate Conversations – Align financial strategies with the six arenas of retirement for a comprehensive and meaningful approach.
- Strengthen Client Relationships – Attract new clients and foster loyalty by addressing lifestyle needs and providing holistic solutions.
- Gain a Competitive Edge – Stand out by offering integrated financial and lifestyle planning that redefines retirement excellence.
Maximize retirement planning value by aligning personalized financial strategies with your clients’ priorities across six life arenas. Our collaborative approach ensures confidence, expertly managing retirement vision and lifestyle planning. Tailored solutions help clients prioritize fulfillment and peace of mind.
Individuals
Navigating the Sands of Change
Retirement is more than an event; it’s a transition into a new chapter of life. Whether you’re balancing the responsibilities of the sandwich generation or exploring your unique path, our retirement solutions are designed to meet your specific needs. A retirement plan isn’t just financial—it’s a life plan as unique as you are.
Many envision retirement as a long-awaited freedom but don’t anticipate the emotional complexities it can bring. Initial excitement can shift to periods of boredom, anxiety, or even regret. Recognizing and preparing for these emotions is crucial for a fulfilling retirement.
What Our Retirement Solutions Offer:
- Successful Planning – Gain clarity and confidence in your retirement strategy while crafting a roadmap for your next chapter.
- Emotional Preparedness – Address the “What do I do now?” by building awareness and readiness for the emotional transitions of retirement.
- Purpose & Vision – Redefine yourself beyond your career by discovering new sources of fulfillment and self-identity.
- Lifestyle Adaptation – Plan for how to embrace newfound free time through recreation, reinvention, and flexibility.
- Evolving Relationships – Prepare for shifts in personal relationships and navigate their impact with intention.
- Proactive Awareness – Identify potential challenges and triggers to minimize surprises in your retirement journey.
Comprehensive Retirement Coaching
Our certified retirement coaches help individuals explore, reflect, and plan for all six arenas of retirement:
Career & Work
Health & Wellness
Finance & Insurance
Family & Relationships
Leisure & Social
Personal Development
Through assessments, workbooks, and one-on-one coaching, participants gain personalized insights to craft a retirement plan aligned with their unique needs and goals.
Retirement isn’t just the end of work; it’s the beginning of opportunity. Work with our certified coaches to design a retirement that’s meaningful, balanced, and fulfilling. Contact us today to begin shaping your life plan.