
"Must Do" Checklists
Pre-Retirement Coaching
A pre-retirement coach helps individuals transition smoothly from work to retirement by guiding them through mental, emotional, and lifestyle planning. They focus on areas such as:
​
✅ Lifestyle Planning – Finding purpose, hobbies, travel, volunteering, and social connections.
​
✅ Emotional Adjustment – Coping with identity shifts, relationships, and personal growth.
​​
✅ Health & Wellness – Maintaining physical and mental well-being in retirement.
​
​​
✅ Knowledge/Purpose – Finding purpose, hobbies, travel, volunteering, and social connections.
​
​
✅ Travel Checklist– Finding purpose, hobbies, travel, volunteering, and social connections.
​
​
✅ Work/Part-Time/Fractional – What, Where and Why?
​
​
✅ House Keeping Lists – Budgets, Finance, State Entitlements, Wills, Future Proofing
​
"Retirement is Not Goodbye – You may be leaving the workforce, but you’re not leaving behind your purpose. Find new ways to contribute, share your wisdom, and continue making an impact.
​
Wishing you a retirement filled with joy, adventure, and endless possibilities!"
​
James Fitzsimons
​
2025
​
​
​
​
​
​
​
​
​
​
​
​
​