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What is Retirement Planning Consultation?
You're Retiring...So Now What? You've been working and planning your entire life to achieve an ideal retirement lifestyle. How will you define your next life chapter?
Whether you are looking towards retirement, already retired or think of the word itself should be retired. The LISTENING TO YOU, LLC Retirement Consulting program and Retirement Success Profile (RSP) will help you generate options for a successful and enriching retirement life. Learn how to:
- Identify your retirement strengths and concerns
- Create a personal retirement mission statement
- Design your personal retirement options plan
Retirement Planning Consultation Benefits...
- Personal consulting from a trained retirement professional
- Provides a clear picture of your retirement standing
- Helps formulate "next step actions"
- Positions you for heightened personal meaning
- Helps avoid costly retirement "mistakes"
- Helps crystallize your retirement vision
- Confirms retirement plans
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Retirement Planning Assessment Package
WHAT YOU RECEIVE...
- Retirement Success Profile (RSP) assessment tool
- A 23-page RSP Personalized Interpretive Report
- A 120-page book called The NEW Retirement
- One 15-minute retirement planning phone consultation session
HOW IT WORKS...
- Once LISTENING TO YOU, LLC has received your payment, you will be promptly receive an e-mail to your e-mail address with a link to take the RSP assessment online. Follow the directions on the e-mail and enter the password given inthe e-mail.
- After you have completed the RSP assessment , you will receive a 23-page RSP Personalized Interpretive Report via e-mail.
- A LISTENING TO YOU, LLC consultant will contact you via phone to schedule an appointment with you for your 15-minute retirement planning phone consultation session after you have completed your RSP assessment. In the 15 minutes phone consultation session, the LISTENING TO YOU, LLC consultant will provide services such as RSP score review & discussion; Review strength, mid-range and focus RSP factors; and/or Introductory retirement exercises.
- The NEW Retirement will be sent to you via mail within 1-2 weeks after you have completed the RSP assessment.
- Read The New Retirement; includes expanded information regarding the 15 factors for retirement success, learn how to create a Retirement Options Personal Mission Statement and Retirement Options Life-Plan.
Our Price $125.00 |
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A 90-Minute Prepaid Retirement Planning Phone Consultation Services Card
After you have completed the Retirement Planning Assessment Package, you will have the choice of selecting a 15-minute, 30-minute, 45-minute consultation session segment that you can use as needed.
For those of you who are not interested in completing the RSP (see above paragraph for more information) have the option to waive it. Yet, as a first time user, it is required that you spend the first 45 minutes of your 90-Minute Prepaid Retirement Planning Phone Consultation Services Card on going through a thorough retirement assessment with a LISTENING TO YOU consultant before you are eligible to use the choice of a 15-minute, 30-minute, 45-minute consultation session.
This Prepaid Retirement Planning Phone Consultation Services Card is a perfect fit for those of you who might need a quick phone consultation (minimally 15 minutes) from a professional when things come up. Payment will be deduced from the Prepaid Retirement Planning Phone Consultation Services Card after each phone consultation session. You will receive an email notification on the balance of the minutes on your card.
The Prepaid Retirement Planning Phone Consultation Services Card is not redeemable for cash or credit except for consultation services at LISTENING TO YOU, LLC. The Prepaid Phone Retirement Planning Consultation Services Card will expire18 months from the date of purchased (the expiration date will be printed on the card).
Our Price $200.00 USD
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All requested consultation services must be paid in advance. LISTENING TO YOU, LLC accepts all major credit cards, debit cards, and PayPal. In addition, LISTENING TO YOU, LLC accepts Cash, Money Orders, Personal Checks, and Company Checks in U.S. Dollars only. Cash payment is only accepted in person and must be paid in full before the session begins. Money Orders are processed upon receipt. For Personal and Company Checks, please allow up to 10 business days for clearance of funds before the order is processed. Please make checks payable to LISTENING TO YOU, LLC and mail all fees to the following address:
LISTENING TO YOU, LLC
966 Hungerford Drive, Suite 14A
Rockville, MD 20850
USA
LISTENING TO YOU, LCC will charge a $25 fee on all returned checks.
All cancellations must be made 24 hours in advance or you will be billed for the appointment in full. |
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