New Horizons Assessment: LifeOptions© Profile
Retirement planning is a daunting task for many people. Some oversimplify the planning, forgetting crucial aspects and decisions that will affect their happiness and well-being. Others fail to plan at all. That’s why our New Horizons program always begins with a comprehensive assessment - producing a LifeOptions© Profile that identifies the individual’s preparedness for every facet of retirement. The profile helps individuals and their certified Hazell & Associates coaches focus on strengths as well as areas where they are least prepared.
Mapping Your Path to Retirement
Why is the LifeOptions© Profile the cornerstone of our retirement planning coaching? Because using this assessment allows our New Horizons program participants to:
- Gain immediate access to information that is personal, practical and relevant; something most often missing from generic retirement planning courses.
- Evaluate their skills, values, interests, strengths, and other dimensions that are important to them in their life and work. The assessment process can create a new sense of self-esteem and focus.
- Ask the right questions - questions that catapult them into a deeper understanding of who they are and what makes them happy. These questions also help them recognize and honour how a spouse or close friend might find happiness in a different way.
- Begin to envision the future by stepping back from busy, day-to-day activities and taking a look at who they are today and who they would like to become in retirement.
- Work from a truly objective third-party viewpoint that allows our New Horizons coaches to work more effectively with them from the outset.
- Understand how they react and behave in certain situations, and how unhealthy behaviours might derail their success.
- Brainstorm and visualize options for a “new retirement” and/or field as they are considering their transition into retirement.
• Career and work • Finances and insurance • Leisure and social
• Health and wellness • Family and
relationships • Personal development.
• Legal and Legacy
Click here to learn about our Individual and Group programs.
