Sallie Diamond, JD, CPRC®
Legacy Planner & Retirement Coach
Sallie is Townsend’s Legacy Planner, but she recently obtained her designation as a Certified Professional Retirement Coach (CPRC). A Retirement Coach will help you explore all aspects of designing a dynamic and rewarding retirement lifestyle and will serve to guide you towards implementing a plan of action. Broadly speaking, retirement coaching is the process of helping you prepare for and transition into everyday retirement life.
How do you want your retirement to look?
We often hear from clients that they hope to travel, golf, fish, spend time with grandkids or basically do whatever they feel like doing that day.
You’ve probably spent three to four decades working and have relationships with some of the people you work with which will naturally diminish after you retire.
Perhaps your identity comes from the work you do. What will be your new identity? How are you going to fill 2,080 hours or more a year? You can only golf or travel so much!
One of our successful retirees once told me that it’s more important to retire to something than from something. How true this is!
This is where retirement coaching can help you to have a purposeful retirement.
It’s more important to retire to something than from something.
So, What Is Retirement Coaching?
Retirement Coaching is a process whereby client and coach explore all aspects of designing a dynamic and rewarding retirement lifestyle and serves to guide the client towards implementing a plan of action. Broadly speaking, it is the process of helping clients prepare for and transition into everyday retirement life.
Our retirement coach can help you consider such things as expanding your identity to include roles other than work, staying relevant and connected, keeping mentally and physically engaged, and perhaps becoming spiritually grounded. In other words, we use tools and resources to help you prepare for the non-financial aspects of retirement. Retirement coaching is a way we give our clients permission to discover who they are, and how they want to live the second half of their life.
We currently offer group sessions which includes interactive exercises to get you thinking and planning for your own retirement. Retirement can be such an exciting time in your life, and we want you to be fully prepared for this transition.