Non-Financial Retirement Coaching
Non-Financial Retirement Coaching
Add your scores to each statement to get a subtotal. Then add scores of statements 3, 4 and 6. Subtract from the subtotal to get your retirement readiness assessment score.
Score ratings:
15-30 You take whatever comes
30-45 You have a vague idea
45-60 You Identified an intention
60-65 You Identified an intention and options
What to do? Contact us with your scores and let's explore the possibilities that best serve you. You may consider:
- Purchasing Self-Coaching Guide
- Individual, Couples, or Group Coaching
- Ask your employer to bring us in to conduct a group workshop.
Each of the statements below corresponds to a section in Circle Back to Your Dreams coaching process.
By assessing the degree you agree with these statements you can gain insight into how prepared you are for many of the non-financial aspects of retirement. Rate yourself using the following scale:
No way = 1 Occasionally = 2 Often = 3 A lot = 4 Totally = 5
How Ready Are You For Retirement?
Rate yourself on the following statements and add up your scores to get quick assessment
How ready are you for Retirement?
Add ratings for statements 1-12 for Subtotal Score =
Add scores of items 3, 4, and 6 =
Subtract from subtotal =
Total Score =
Assessment scores:
Contact Boomerangs at (914) 447-2745 or email Jeff@BOOMERangsRetirementCoach.com
- I am able to choose a retirement that suits me and is not meant to please anyone else except, possibly, immediate family.
- More than finances need to be replaced when retiring. I know how I will replace those (non-financial) aspects of my work that will no longer be provided when I retire.
- I believe when a person retires it signifies the beginning of the end for them.
- My conception of retirement is a life of leisure.
- My conception of retirement is a balance between leisure and active involvement.
- When I no longer have the title of _____________ I’m not sure what people will think of me.
- I make my own decisions regarding my future and have enough confidence in them to move forward.
- I have conceived a general intention or direction for what to do with my retirement that will bring me the most joy, be of the most significance, and keep me deeply engaged for many years.
- I have at least 10 prioritized options for how to fulfill the intention or direction referred to in the last statement
- I have a plan for how to go about experimenting with my retirement options and a way to evaluate the results.
- I put together a team or board of directors whose mission is to provide me feedback, feed-forward, ideas, resources, motivation for me to achieve or get what I’m after.
- My resilience is sufficient to withstand the slings and arrows that will surely come my way as I attempt this transition.
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