Because it can't all be boring money conversations...
Retirement coaching sessions, run by Round Table’s certified coach Mandy Ahlschwede, are geared toward helping clients design or redefine their ideal retirement experience. The goal of these sessions is to enable clients to embark on or continue their retirement journey with a solid plan. These non-financial sessions are fun and geared toward discovering greater fulfillment, identity, and purpose in retirement.
The package includes the following six sessions, plus optional quarterly reviews.
- Session 1 — 3 Paths to Happiness
- Session 2 — 8 Facets of You
- Session 3 — Perspective & Purpose
- Session 4 — Achievement, Power & Affiliation
- Session 5 — Social Portfolio
- Session 6 — Retirement Roundup
Quarterly reviews provide individualized follow-up on clients’ personal, avocational, familial, emotional, spiritual, physical, relational, or recreational endeavors.
Pricing: 1st session is complimentary, remaining sessions are $149 each. Coaching sessions are complimentary for clients who have a minimum of $500,000 invested with Round Table.