Personal 1 to 1 Retirement Planning
We know that group sessions are not everyone’s cup of tea.
- You might not be comfortable with the technology.
- You may not want to share your identity, personal situation or financial status with others.
- You perhaps cannot wait for the next course.
- Or want to fast track towards Retiring With Purpose!
If you are looking for a bespoke, fully confidential retirement coaching experience, Paul offers a personal 1 to 1 Retire with Purpose programme just for you, at your convenience and delivered at your pace.
Not Ready to Retire Quite Yet?
You may also be further away from retirement, such as 5-10 years. If so, some of the group session content may not be so relevant.
So, Paul will tailor your retirement planning just for you and your circumstances. As a result, you get the best value and work towards your ideal retirement – which could be sooner than you think.
Interested? Contact Paul to discuss your requirements on 023 9226 8969 or schedule an appointment.
What to Expect with 1 to 1 Planning with Paul
Scheduled across five online meetings, this bespoke service helps you discover:
- Your vision of your ideal retirement.
- Your non-financial objectives.
- How to prepare for the unknown.
- Why a financial cash flow forecast is important.
- How to make the most of your existing assets.
- Ways to access further financial planning advice from Paul.
The first session will establish if your situation is right for this intensive 1 to 1 retirement coaching. If it’s not, you won’t need to pay anything.
If you are a good fit, Paul will work with you for further sessions on a 1 to 1 basis, culminating in a personalised retirement plan and clear ways forward for implementing personal retirement strategies. Ongoing financial planning support and pro-active planning is also available.