Retirement Assessments and Tools

As a Certified Retirement Options Coach, I have the opportunity to use a number of assessments and tools to help pre-retirees assess their readiness for retirement and recareering. Depending on the circumstances and the individual needs of my clients, I use one of the following three assessment tools. Each of these assessments is taken over the Internet and the results are provided immediately. Each assessment has a companion book described below. In addition, these assessment tools are used in conjunction with other materials that are provided to the client by the coach including:

1. Life Transition Insight and Involvement Exercises to be used by the client.
2. Powerful Questions for goal setting and "the next steps" are asked to deepen the learning.
3. Ongoing one-on-one and group coaching for areas where the client needs support.

The Retirement Success Profile (RSP)

This assessment gives a person a comprehensive overview of the areas that he or she is strong in and identifies those areas in which they need more preparation. The RSP is a scientifically designed detailed profile that measures the 15 factors crucial to a client's readiness to retire successfully. It assists clients in gaining comprehensive self-understanding as they plan for their unique retirement. This product consists of 120 questions, which were designed specifically for individuals and very small groups. A summary of the results of the RSP is provided in a 23-page printout, which is interpreted by the coach to determine the strengths and weaknesses. The New Retirement, a 121-page book by Richard Johnson, accompanies the RSP.

The Life Options Profile (LOP)

This assessment is a scientifically designed profile used to measure the six life arenas for larger groups. This product consists of a 99 item assessment that measures 20 separate lifestyle and attitudinal factors that are arranged into the six sub-categories that are called Life Arenas. Being aware of and working on these life arenas is essential for pre-retirees to gain a comprehensive understanding of themselves as they plan for their unique retirement. This product generates a 10 page document that gives a short description of each of the 20 factors. The LOP gives each client in the group a comprehensive overview of the areas that he or she is strong in and identifies those areas in which they need more preparation before retirement. What Color Is Your Retirement, a 169 pages book by Richard Johnson Ph. D, accompanies the assessment.

Re-Career Success Inventory (RSI)

The ReCareer Success Inventory is a scientifically designed program that measures 15 competency areas that are essential for successful recareering in retirement. This assessment consists of a 120-item inventory that provides a detailed assessment of a client's readiness to recareer. The RSI gives the client a comprehensive overview of a client's areas of strength and identifies those areas in which they need more preparation before they recareer. ReCareer: Find Your Authentic Work by Richard Johnson, Ph. D. is this assessment's 257-page companion guide.

View the flow chart below to see how the process can work best for you.

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