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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.
The LifeOptions© Profile is an essential start to the New Horizons program, offering objective data to drive the planning process. Certified CPI coaches use the assessment results in conjunction with the detailed 200+ page New Horizons workbook that features exercises and pointers to additional resources. The program content, along with personalized coaching, helps participants fully explore areas where additional attention is recommended, and validates areas where they already seem prepared. The workbook addresses each of these primary topics:

•   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.

 
 
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