6+1 Infinity Lifestyle Design Program
Those who make it to 65 can be expected to live another 20 years and if you make it to 75 you can be expected to live another twelve years.
Forbes Magazine
Psychological and sociological research has shown the importance of being socially engaged throughout the aging process.
U.S. Bureau of Labor Statistics
Americans spend decades saving for retirement, never quite sure how much is enough or what sort of life that money will ultimately buy.
Wall Street Journal
Wait! Read this before you continue!
The Infinity Lifestyle Design program builds upon itself. In order for me to provide you with the best possible service, it is important you have completed the 1-Hour Consultation first. That sets the foundation for us to work together for you to create a robust retirement lifestyle plan.
We will both benefit by having the opportunity to get to know each other and for me to understand your post-career mindset.
Take a look at a quick synopsis of the 6+1 program.
You don’t need to plan in isolation. I highly encourage you to include your spouse or partner. The price is the same whether one or two people participate!
The 6+1 Overview
The 6+1 Program is for the person or couple who are very busy but still want to set an intentional retirement lifestyle strategy that brings fulfillment, contentment, and joy. I will act as facilitator but also accountability partner, to help you navigate the program more directly. We will use the same process as the 12+1 Program, but slow things down and spend more time crafting your plan.
The first 8 weeks focuses on setting a variety of short and long-term goals. The second 8 weeks shifts to understanding what retirement life will be like for you (and your spouse/partner if that applies). The third 8 weeks looks at the expense of retirement life, tying the life you want to lead to the resources you will have available.
Finally, week 25 (the +1) wraps the program up with a strategy review session.
We’ll meet twice a month, you’ll have access to me via phone, email, and text. I’ll proactively check-in with you. All for only $249 a month (for up to two people).
So, if time is a challenge and motivation to complete your plan could be a challenge, let me be your accountability partner that is more directly involved with you through everything.
The 6+1 Details
Month 1
Goal Planning
- Week 1: 1-hour live strategy session (Zoom)
- Overview of system, timeline and process
- Outline of goal planning
- Introduction to the Retirement SWOT Analysis template
- Week 2: Client(s) complete Retirement SWOT Analysis
- Week 3: 1-hour live strategy session (Zoom)
- Review of completed Retirement SWOT Analysis
- Introduction to Retirement Purpose Statement
- Q&A
- Week 4: Client(s) complete Retirement Purpose Statement
Month 2
Goal Planning
- Week 5: 1-hour live strategy session (Zoom)
- Review of completed Retirement Purpose Statements
- Introduction to The Bucket List and Long-Term Goals
- Q&A
- Week 6: Clients(s) complete Bucket List and Long-Term Goals exercises
- Week 7: 1-hour live strategy session (Zoom)
- Review of Bucket List and Long-Term Goals
- Introduction to Annual Goals and Short-Term Goals
- Q&A
- Week 8: Client(s) complete Annual Goals and Short-Term Goals exercises
Month 3
Understanding Retirement Life
- Week 9: 1-hour live strategy session (Zoom)
- Discuss Annual Goals and Short-Term Goals exercises
- Summarize Goal Planning Process
- Introduce Understanding Retirement Life
- Introduce Social Media Audit
- Introduce Social Engagement Questionnaire
- Week 10: Client(s) completes Social Media Audit and Social Engagement Questionnaire
- Week 11: 1-hour live strategy session (Zoom)
- Discuss Social Media Audit and Social Engagement Questionnaire
- Introduction to Hobby Planning in Retirement
- Reminder about Goal Planning
- Q&A
- Week 12: Client(s) completes Hobby Planning in Retirement
Month 4
Understanding Retirement Life
- Week 13: 1-hour live strategy session (Zoom)
- Discuss Hobby Planning in Retirement exercise
- Introduction to Continuing Education exercise
- Q&A
- Week 14: Client(s) completes Continuing Education exercise
- Week 15: 1-hour live strategy session (Zoom)
- Discuss Continuing Education exercise
- Introduction to Exercise Questionnaire
- Q&A
- Week 16: Client(s) complete Continuing Education exercise
Month 5
The Expense of Retirement Life
- Week 17: 1-hour live strategy session (Zoom)
- Discuss Continuing Education exercise
- Summarize Understanding Retirement Life activities
- Introduce The Expense of Retirement Life segment
- Introduce Budgeting Estimator
- Week 18: Client(s) work on Budgeting Estimator
- Week 19: 1-hour live strategy session (Zoom)
- Discuss Budgeting Estimator
- Q&A
- Introduce Long-Term Residence Plan
- Week 20: Client(s) work on Long-Term Residence Plan and Budgeting Estimator
Month 6
The Expense of Retirement Life
- Week 21: 1-hour live strategy session (Zoom)
- Discuss Long-Term Residence Plan and Budgeting Estimator
- Introduce Healthcare Cost Impact Questionnaire
- Q&A
- Week 22: Client(s) completes Healthcare Cost Impact Questionnaire
- Week 23: 1-hour live strategy session (Zoom)
- Discuss Healthcare Cost Impact Questionnaire
- Introduce Retirement Typical Week exercise
- Q&A
- Week 24: Client(s) complete Retirement Typical Week exercise
Week 25: Program Strategy Review Session (Zoom). In this one-hour meeting we will walk through all you have accomplished and answer any lingering questions you have before you step out and start living your Infinity Lifestyle Design!
I get it, there is a lot here! Why not book a virtual coffee and let me answer any questions you have about the program. You can also check out the video above with give you an overview of the program.
The 6+1 Opportunity
Only $249 per month for up to 2 people!
Total cost of the program is $1,494. You will be billed $249 every 30 days for six months. Payments are due and charged every 30 days. Week 25 is included in the program cost.
What do you get?
- 12 – one-hour live strategy sessions.
- Direct phone, email, and text availability
- 1 – one-hour strategy review session
- 6 – goal planning resources
- 5 – retirement life resources
- 4 – budget and transition resources
- Proactive check-ins by Dave
Get started on your customized plan, schedule your first session and order your 12+1 program.
6 Payments of $249 per month
Commit to six payment installments every 30 days.
1 Payment of $1,394
Commit to one payment to cover all six months and you save $100.
Try Month 1 for $299.
Commit to trying the first month. Then decide about months 2-6 at $249 each.
Clicking on any of the links above takes you to a page to schedule your first meeting, then you will be prompted to pay the amount you have chosen. Again, please feel free to schedule a virtual coffee and I will be happy to walk through the process.
Want to move quicker?
Try 12+1
The 12+1 Program (13 weeks) is for the person or couple who are confident and intentional on the time they will spend to independently craft a retirement lifestyle strategy that brings fulfillment, contentment, and joy.
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