top of page

The RT

9:5:45 Model™

RT guides participants to:

  • navigate through 9 key retirement dimensions using 5 different lenses

  • articulate how the resulting 45 retirement revelations can impact and guide the transition through retirement

  • engage in an interactive conversation with peers and coaches resulting in personal reflection 

  • draw lessons from key resources and the experiences of others

  • practice and internalize tools to continually support, discover, and embellish retirement options

In preparation for an initial coaching session,  strategists make available online assessment tools to help stimulate personal reflection to navigate through the dynamics impacting the many retirement challenges 

Compass

Identity

Relationships

Aging, health and vitality

Life Purpose

Legacy

Financial Planning

Lifelong Learning

New meaning and uses of time

Whole Life 

Retirement Plan™

bottom of page