While we know that retirement is a long and rewarding chapter for most clients, we recognize that there can be challenges as they move through their later years.
Financial Council, Inc. developed the Live Well Retirement Navigation℠ program to guide clients through proactive thinking and planning around potential housing and health care expenses.
By initiating these conversations early, we can be more confident that we are building a sustainable financial plan and our clients will benefit from the confidence this deeper level of planning can bring. As such, we are pleased to offer this complimentary program to our valued clients as part of our menu of services.
The Live Well Retirement Navigation℠ program provides objective information and guidance for a wealth of aging related challenges such as considering their own plan to live well or assisting a family member who is in need of support. Although each circumstance is unique, in nearly every situation related to aging, our Navigator can provide a solid foundation for planning and problem solving.
TO BEGIN YOUR NAVIGATION, PLEASE CONTACT US AT LWRN@FINANCIALCOUNCIL.COM OR
Education and Raising Awareness
⦁ Offer curated suggestions of books and other media, (e.g., podcasts and blogs) to clients related to housing, caregiving and the non-financial aspects of retirement planning.
⦁ Provide educational in-person seminars, webinars and one-on-one sessions for clients to broaden their knowledge of aging-related challenges and opportunities.
Referrals to Trusted Resources
⦁ Direct clients to local resources including how best to access services. These resources include trusted professionals, programs and benefits.
⦁ Provide a starting point for resources nationwide for out-of-town clients or their loved ones.
Retirement Coaching
⦁ Assist clients as they plan for the non-financial aspects of retirement including health and wellness, family and social relationships, personal development and work.
⦁ Provide tools to help clients assess their own personal readiness for retirement.
⦁ Discuss issues that may arise during the transition to retirement.
Housing Guidance
⦁ Begin a dialogue about the pros and cons of different senior housing options, including decisions related to aging in place.
⦁ Educate on levels of care based on individual goals and functionality.
⦁ Help to evaluate appropriate housing options.
Family Coaching
⦁ Help families adjust, cope and problem-solve around long-distance and in-home caregiving.
⦁ Provide objective professional information when differences of opinion arise among family members about long-term care planning.
Caregiver Support
⦁ Discuss specific aspects of caregiving such as dementia, long-distance or adult children who live at home.
⦁ Encourage and support caregivers as they care for themselves, both physically and emotionally.
⦁ Assist with locating support services such as respite care and support groups.
End of Life Planning and Support
⦁ Assist clients when a significant illness presents.
⦁ Provide information to support a peaceful transition that honors quality of life.
⦁ Offer guidance and resources to help with practical tasks as well as emotional and spiritual needs related to death and dying.
FCI is proud to have Meg Stoltzfus on board as the Navigator of our exclusive Live Well Retirement Navigation℠ program. She has worked in a number of settings in higher education and health care and has received national recognition for developing innovative programs.
Meg offers over 20 years of experience in the field of professional counseling where she has helped people contemplate and commit to significant life changes. She is credentialed as an Aging Life Care Professional®, a field of human service professionals who act as guides and advocates for aging families. She is also a certified Retirement Coach through Retirement Options, which qualifies her to help individuals assess their readiness to retire and assist with planning for a fulfilling post-retirement life.
These unique skills make Meg an ideal partner to support and guide FCI clients as they make plans to live well in retirement.