Lifestyle Planning: The 1-Hour Consultation

What will I do with my time?

How will I stay engaged and active?

You have over 20% of your life left after the traditional retirement age.

Retirement Time Analysis

Get a $253 consultation for just $97!

The same price for individuals or couples.

For those who live a healthy lifestyle, the average lifespan jumps to as high as 89 years.

The Chicago Health and Aging Project

What’s the plan to maintain your sense of identity?

How about I tell you a little bit about the program directly?

Let’s Get Your Post-Career Life Defined

Working together to help you craft a lifestyle strategy requires trust. That is why I want to get you started on post-career planning that provides value to you at a great value. Our goal for this session is to lay a foundation for you to build an amazing retirement life that aligns with your values and desires.

The average life expectancy in the United States is 77.3 years.

CDC

A $253 value for only $97! Save up to $156!

  • Up to 2 Retirement Time Analysis reports. A $72 value.
  • 1 Couples Retirement Time Analysis report. A $36 value.
  • Up to 2 Retirement Life Outline Questionnaires. A $20 value.
  • 1 hour consultation to review the RTAs and questionnaire. A $125 value.

Remember, the price includes up to 2 participants! Get your spouse/partner to join you!

The Resources

The first step in the consultation process happens before we even meet. To establish some objective measures for us to work from and review, you’ll take and then receive the Retirement Time Analysis (RTA) 12-page assessment. If you are participating as a couple, you’ll also receive the the Couples RTA, along with your two individual reports. Finally, you’ll be able to download the Retirement Life Outline Questionnaire. This companion piece helps you think, process your RTAs, and prepare for your live consultation with Dave.

Retirement Time Analysis Report(s)

Couples Retirement Time Analysis Report

Retirement Life Outline Questionnaire

The Preparation

After signing up for the consultation, you will get a link to take the Retirement Time Analysis (RTA). With 48 hours you will receive the individual report(s), the Couples RTA (if applicable), and a copy of the Retirement Life Outline Questionnaire. To make the most of your hour with Dave, review each of the reports and complete the questionnaire before the meeting.

The Consultation

Upon purchase of your consultation, you’ll immediately be able to schedule your live Zoom one-on-one or one-on-couple meeting. The goals of our time together will be:

  • Review the individual and couples (if applicable) reports and the findings from that data.
  • Walk through the Retirement Life Outline Questionnaire and how it ties back to the RTA assessment(s).
  • Provide at least 3 key areas to focus on generating a post career lifestyle plan.

The Next Step

For only $97.00 you get:

A $253 value for only $97! Save up to $156!

  • Up to 2 Retirement Time Analysis reports. A $72 value.
  • 1 Couples Retirement Time Analysis report. A $36 value.
  • Up to 2 Retirement Life Outline Questionnaires. A $20 value.
  • 1 hour consultation to review the RTAs and questionnaire. A $125 value.

Remember, the price includes up to 2 participants! Get your spouse/partner to join you!

Endorsements

Tina R.

Dave’s workshops have given me the foresight to have a purpose, fulfillment, ease, and joy as I work through all the changes of my post career life.

Fred I.

Dave has had a lasting impact on both my career and my life. Friend, coach, mentor, these are the words I use to describe Dave.

Jack D.

Dave remained available and in touch. He is bringing his experience to the market in a new way, serving individuals and organizations. Dave is a person of integrity, a person you can trust.

NEED FINANCIAL ADVICE? CHECK OUT OUR PARTNERSHIP PROGRAM

While the Infinity Lifestyle Design does not provide financial advice, we work with partners that do. Check out our partnership program to find the advisor that is right for you!

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