What Clients are Saying »
As a result of the 6 Advisors Coaching Program, I now recognize tools that were in my arsenal all along but I never understood or used them effectively. … I have already implemented these newly found skills in my life and career. The results have exceeded my expectations and I am now much clearer about how much I can contribute from my current position and am much more confident in taking the next step to Executive Director.
VP Government Affairs, State Professional Association
And I have learned how to be an effective leader, to spend some of the time out of the weeds and in the hovercraft, pointing in the right direction, shouting words of encouragement and identifying when more resources or information are needed. Pegotty's coaching and experience in this area has been invaluable.
Executive Director, National Certifying Organizaiton
Retirement Options
Pegotty Cooper, MBA, CAE 
Randall R. Cooper, MBA, CFP, CFEd
Certified Financial Planner
Certified Retirement Coach
Certified Financial Educator
Florida Supreme Court Certified Family Mediator
Office: 813-888-5255
E-Mail:rcooper@lifetransitionplanning.com
Website: www.lifetransitionplanning.com
“Get Ready for Retirement” Package
Retirement Success Profile™ and Financial Readiness Review™
This consists of the Retirement Success Profile, a two hour action review of the 23 page report, plus a financial readiness review which is usually a one to two hour consultation.
Here are the details:
- The Retirement Success Profile (RSP), a scientifically designed profile which measures 15 factors that will ultimately provide the keys to success in the “new retirement” in a 23 page report.
- A Personalized Action Plan based on the RSP report.
- The New Retirement, a 121 page paperback book written by Richard P. Johnson, Ph.D, developer of the Retirement Success Profile. (available only with the RSP) and
- Financial Readiness Review, a written report of financial goals, strengths and challenges, and projections and recommendations for the optimal use of your financial resources towards your “new retirement” goals and a one to two hour personal consultation.
(You provide information in advance for the preliminary analysis and report preparation.)
Benefits: Confidence, peace of mind, and a plan for success in the “new retirement”.
Cost: Normally $850, $750 with a special $100 discount ASAE coaching participants.
What clients are saying:
“…The peace of mind alone was worth the fee. Jennifer and I really appreciated your recommendations and we’d be pleased to testify about our great experience! I am planning to invest my long term accounts in equities and we are keeping our pre-retirement assets liquid until our future comes a little more into focus. W.T., Naval Officer
“The financial plan you prepared for me has been a great tool to better analyze my financial picture and to help me prepare for my short and long term objectives…The mere benefit of having someone with your experience and background to ask questions and receive an educated answer is a tremendous benefit in and of itself.” D.V., Petroleum Engineer
If your actions inspire others to dream more, learn more, do more and become more, you are a leader.
John Quincy Adams
If we cannot end now our differences, at least we can help make the world safe for diversity.
John F. Kennedy
In organizations, real power and energy is generated through relationships. The patterns of relationships and the capacities to form them are more important than tasks, functions, roles, and positions.
Margaret Wheatly, Leadership and the New Science
Life is change. Growth is optional. Choose wisely.
Karen Kaiser Clark