About Us

What We Do

CompassPoint LLC provides non-financial Retirement Coaching and Retirement Life Planning up to 5 years before retirement, at, or after retirement.  

Assessments

CompassPoint LLC offers both the Retirement Success Profile and the Life Options Profile assessments.  Each can provide a personalized gauge of retirement readiness.    A certified retirement coach administers and interprets the assessments, then coaching goals are established by the client and coach. 

Certified Retirement Coach

Coaching by Certified Retirement Coach (CRC) who is a professionally trained transition expert, providing education and information in a positive, conversational style useful to clarify goals, conquer obstacles, and prepare for the major transition that retirement is.  

What is Retirement Coaching?

Many people have a difficulties during the time preceding retirement with "retirement anxiety" or soon after retirement with "retirement shock".  What is one's identity, what is one's purpose, and role can be troubling questions in retirement. These can all affect the quality of life and one's overall attitude about the future of retirement life and lead to a shortened life.  Assessing readiness and planning retirement life to prevent these difficulties is one of the many benefits of retirement coaching. 


Retirement coaching is an investment in yourself and your future for making a smooth transition from work-life to your next phase of life.  This may include some  type of work, business, volunteering, or leisure. My programs are designed to prepare you by focusing and assessing the five key areas of retirement: mental, social, financial, spiritual, and physical. And also the location of where you want to live in retirement, which is the second most asked question in retirement.    

  

My goal, as your coach, is to give you a safe place; with an experienced and knowledgeable "consultant", to ask questions, provide perspective, assist you in exploring new possibilities and ideas, and address fears and concerns. I want to provide inspiration and encouragement as useful tools to giving you insights to how your unique style, personality, and circumstances of your retirement affect you as you transition and adapt. I will  keep you on track as you develop a clear definition of your desired retirement lifestyle, and implement a realistic and fulfilling plan to get you where you want to be in retirement.


Coaching is customized for each individual, couple or group situation. Each session will be a little different, based on current needs. Along the way, I will give you assignments, we will develop a course of action together.  Throughout the process, I will encourage you to take steps and we will monitor your progress towards your goals. I offer the following services:

Couples Coaching: I'll help you coordinate and discuss your thoughts, feelings, and expectations about retirement. The impact that retiring together or at separate times can have on you, and share strategies for growing closer and working together in retirement. Sometimes we will meet together and other times, one on one. The Goal is to put the pieces Together, individually and as a Couple.

Individual Coaching: One-on-one coaching can be the most rewarding because it's all about you. Through regularly scheduled sessions, I work with you to not only clarify and then implement a strategy to overcome obstacles and achieve goals but also offer support and encouragement along the way. I can work with you on a single, specific issue or goal, or broader measures including your social network or spirituality.


Group Coaching: This option is well suited to organizations wishing to offer non-financial retirement planning to their members or employees. Group coaching is very interactive as each member defines, explores, and opens new thoughts and ideas about retirement. The length of each Group Coaching session is determined by the number of people in the group and the goals and outcomes desired.