Services for Individuals

All Retire Wisely individual consultations are conducted via telehealth services on a secure website allowing for the greatest flexibility of time and location.  Each consultation lasts 50 minutes and the series of meetings  usually comprise 6-10 sessions extending over several months.  

We will start with a phone call to briefly discuss your situation and your needs, and then I will send you some paperwork to complete. Shortly afterward, we will then meet on-line via a secure computer connection to discuss the areas of your life that you want to affirm, clarify, curtail, or improve. The specific topics for our discussion can be quite varied and you will choose your focus---changing relationships, values, work history, fears, financial concerns, physical changes, adult children, and more.  Moving through these topics, the process of  Retire Wisely will help you:

*Reflect on your current and past undertakings:

*Envision what you want to promote, eliminate, or explore now;; 

*Plan what step(s) you need to take to move forward successfully; 

*Move Ahead with an invested ally so that you are able to bring about constructive change!

Sometimes we will devise “homework” activities for you to consider on your own, between sessions, to help you get the most out of our individual sessions.