Complete a Retirement Planning Questionnaire in advance. This will ask questions in these 8 areas: Work, Personal Style, Health and Wellness, Family, Relationships, Leisure, Personal Development and Finances.
The Zoom session (up to 90 minutes) will allow us to review your results, discuss ideas for changes, and agree an action plan. Thus, providing clarity on where you are now. The session will be recorded so you can listen to it again.