Pre-retirement kickoff

Getting organized to set up your retirement right

As you approach the time to retire, there's a lot to consider: social security, medicare, leaving work, preparing your retirement accounts, and setting up income streams. Start to feel empowered to tackle it all with this pack.

Price:

125

Who's it For?

People preparing to retire, often in their 60s or late 50s

Sessions

For a flat price, you get as many sessions (up to 5) as required to meet the goal. Sessions can be as short as 30 minutes to as long as 90, depending on the needs.

For a flat price, you get 3 sessions, which can vary in length between 30-90 minutes based on scheduling. We'll identify two key achievable goals, as well as other future goals. Then work on them together!

Average number of sessions for this pack:

Tasks we'll accomplish in this pack

Mental Prep

Pre-work review: We'll discuss a brief podcast episode or reading about the way financial and retirement narratives work in our lives
Discussion: Identifying the key contextual factors for the timing of your retirement and how you feel about it, recognizing retirement can be full of emotion

Identifying

Everybody's retirement plan looks different, but there are commonalities: Social Security, Medicare, shifts in how you spend your time, a shift in mindset from income to drawing upon wealth and government services. Together, we'll build an outline of the key changes you'll need to put in place

Doing + Preparing

While this starter pack will be tailored and may uncover a variety of needs, deliverables for any pre-retiree life admin pack include:

A schedule for kicking off key life admin projects involved in retiring, with clear notation of key dependencies for each task
Identified list of any services and contacts you may need, from medicare consultants to financial advisors
Identified list of changes you may need to get access to services, saving you time and energy

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Problems this pack addresses:

What can you expect in this pack?

We’ll review research and statistics on how other retiring individuals make their choices

Mental prep will help educate you on practical use of goals and create a comfortable environment for you to talk openly about your goals

We'll identify natural events in your life that should lead you to revisit what we've put together.

Key actions are completed as shared-screen activities. You will never share access to sensitive info.

After the first session, we’ll set an expectation on number of total sessions needed to complete the pack.

Wayshaping never records or has access to secure information.

During sessions, you will never give us access to your passwords, login credentials, Social Security numbers or any other sensitive information. We never do secure tasks on behalf either; we simply guide you as you take key actions. Sessions are never recorded and neither party will be allowed to secure any session.

Wayshaping never records or has access to private health information.

During sessions, you will never give us access to your health records, medical login credentials, Social Security numbers or any other sensitive information. You may share however much you wish about your medical situation, but none of it will be documented. Sessions are never recorded and neither party will be allowed to secure any session.

Frequently asked questions about this pack

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Important information

Wayshaping is a media and personal services business, based in Philadelphia, PA. Trademark pending.

By using this property, you agree to the Terms of Service and Privacy Notice.

Wayshaping is not a financial service provider and does not provide investment advice, tax advice, or financial planning, of any kind. Wayshaping is not an insurance broker. All information related to investing, personal finance, insurance, or banking is for educational purposes only.

Wayshaping assumes no responsibility or liability whatsoever for the content, accuracy, reliability or opinions expressed in a third-party website, to which a published article links (a “linked website”). It is your responsibility to evaluate the accuracy and completeness of any information available on a linked website. All products, services, and content obtained from a linked website are provided “as is” without warranty of any kind, including, but not limited to, implied warranties of fitness for a particular purpose, non-infringement, security, or quality.

Wayshaping life admin services are one-on-one coaching services where educational information is shared with participating clients. The services are a partnership between Wayshaping and the client to maximize personal potential. All actions taken are the sole responsibility of the client. Services do not constitute or include: investment advice, insurance recommendations, tax advice, medical advice, psychotherapy, or financial planning.

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