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Life Options Profile

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As part of my Retirement Coaching, I often find that clients have not given much thought to factors other than how much money they will have (please see associated blog post).  Normally, I am working with clients in their 50s and 60s who either voluntarily or involuntarily are having to contemplate what the next stage of life holds.

The Life Options Profile is an assessment tool that measures preparedness (sample report to the right) around 6 life arenas directly relevant to this next stage of life being:

  1. Career and Work
  2. Health and Wellness
  3. Finance and Insurance
  4. Family and Relationships
  5. Leisure and Social
  6. Personal Development
This assessment tool is very useful to raise awareness of factors that may not have been considered and is particularly valuable when applied to couples entering this phase together.