Retirement Success Profile™ and Financial Readiness Review™
The “new” retirement is not your Daddy’s retirement! A comprehensive assessment called Retirement Success Profile™ can provide to you insight into your readiness for retirement from many different perspectives, and a review of your financial reserves by a certified financial coach can help you evaluate the tradeoffs and the choices you to balance living and conserving your assets.
Included are:
- The Retirement Success Profile (RSP), a scientifically designed profile which measures 15 factors that will ultimately provide the keys to success in the “new retirement” in a 23 page report.
- A Personalized Action Plan based on the RSP report.
- The New Retirement, a 121 page paperback book written by Richard P. Johnson, Ph.D, developer of the Retirement Success Profile. (available only with the RSP) and
- Financial Readiness Review, a written report of financial goals, strengths and challenges, and projections and recommendations for the optimal use of your financial resources towards your “new retirement” goals and a one to two hour personal consultation.
(You provide information in advance for the preliminary analysis and report preparation.)
Benefits: Confidence, peace of mind, and a plan for success in the “new retirement”.
Provided by:
Randall R. Cooper, MBA, CFP, CFEd
Certified Financial Coach
Certified Financial Planner
Certified Retirement Coach
Certified Financial Educator
Florida Supreme Court Certified Family Mediator
Office: 813-888-5255 | E-Mail: rcooper@lifetransitionplanning.com
Website: www.lifetransitionplanning.com
