Embrace Confident Retirement

Comprehensive framework for professionals unprepared for retirement.

Counter financial uncertainties and command your secure, stress-free retirement.

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MODULE ONE

Introduction to SMART Financial Planning

OUTCOME

Establish clear financial goals and understand the components of the SMART Retirement Framework.

DESCRIPTION

Kick off your journey by understanding the key principles of structured financial planning. This first step helps you lay the groundwork by identifying your current financial status and defining clear, actionable goals for your retirement.

MODULE TWO

Multiplying Income Streams

OUTCOME

Identify and strategize multiple income avenues to pursue.

DESCRIPTION

Explore effective strategies to create additional income streams. Address the pitfalls of relying solely on active income and begin the transition towards diversifying your income sources.

MODULE THREE

Budgeting for Success

OUTCOME

A fully customized and sustainable budget plan.

DESCRIPTION

Focus on mastering personal and household budgeting. Learn how to allocate resources wisely to maximize your financial growth and security.

MODULE FOUR

Automating Your Finances

OUTCOME

Streamlined and efficient financial management systems.

DESCRIPTION

Learn to automate your financial processes, from bill payments to investments, ensuring timely transactions and reducing hands-on management time.

MODULE FIVE

Real Estate and Long-Term Investments

OUTCOME

Knowledge of real estate investment and other long-term growth strategies.

DESCRIPTION

Dive into the world of real estate and other long-term investments. Gain insights into market analysis and strategic investment planning to enhance your wealth growth.

MODULE SIX

Reallocating Resources Wisely

OUTCOME

An optimized investment portfolio aligned with personal risk tolerance and retirement goals.

DESCRIPTION

Understand the principles of asset allocation and risk management. Learn to reallocate resources to balance your portfolio, keeping in line with your evolving financial goals and market dynamics.

MODULE SEVEN

Building and Managing Assets

OUTCOME

Effective strategies to manage and protect your assets.

DESCRIPTION

Focus on methods to manage and safeguard your assets. From insurance to estate planning, ensure that your financial base is secure against unforeseen circumstances.

MODULE EIGHT

Thriving into Retirement

OUTCOME

A confident and positive outlook towards a financially secure retirement.

DESCRIPTION

Prepare psychologically and financially for the transition into retirement. Engage in scenario planning and develop a resilient mindset to enjoy a stress-free and prosperous retirement.

Modules

1 Self Discovery

This is the starting point, you embark on a journey of self-discovery. By identifying your ideas, values, interests, passions, and strengths, you’ll be able to start to map out a meaningful and fulfilling future beyond your current role and identity.

Duration: 3 hours

2 Purpose Discovery

The 'Purpose Discovery' module involves deep, perhaps lengthy, reflection exercises and visualisation techniques to help you discover and validate your new purpose beyond your work identity. You will leave this module feeling empowered and confident about your next phase of life.

Duration: 3 hours

3 Process Development

In this ‘foundation’ module, you’ll start to build a clear roadmap for your journey into the future. Through a clear understanding of goal-setting and action planning, you’ll gain the tools and techniques you need to navigate this significant transition. You may well find this quite different from any change you’ve managed before.

Duration: 3 hours

4

Support Development

This module will guide you in how to prepare yourself for the way forward. You’ll learn to ‘let go’ of the ‘past’ and the need for forgiveness and gratitude to facilitate this. We’ll discover who and what to avoid and how to identify ‘partners in believing’ who’ll support you in what may be a complex period of setting yourself free.

Duration: 3 hours

5 Managing Transition

Building on the previous module, you'll learn stress management techniques, how to deal with anxiety, and resilience-building strategies. You’ll learn to have faith and belief in yourself and transmit this to others. We’ll revisit the work you did in Modules 2 and 3 and fill out any additional detail or clarity. This module prepares you emotionally to manage the way forward seamlessly.

Duration: 3 hours

6 Harvesting Transition

In this module you’ll ‘launch’ your new ‘business’ of being YOU in ‘life-after-work’. You'll learn confidence-building exercises and ongoing action planning techniques to face any future fears and uncertainties. By paying attention to your intention without tension and with the support of your ‘team’ you can be confident your expectations will be met. This module ensures you step into your next phase ‘Powered Up’ with a sense of renewed significance and life force. Perhaps it’s time for a ‘starting party’!

Duration: 3 hours

Who is it for?

A professional aged between 36 and 55.
Feeling unprepared for retirement due to financial uncertainties.
Eager to establish financial confidence and a diversified portfolio for a secure retirement.

Who is it not for?

Not within the age range of 36 to 55 years.
Confident about your retirement plans and financial stability.
Not interested in laying out a clear financial plan for your retirement.

About Tom Wright

I'm Tom Wright, a dedicated coach helping professionals aged 36-55 navigate the complexities of financial planning for retirement. With 20 years of experience, I deeply understand how financial uncertainties can cloud your vision for the future. Through my SMART Retirement Framework, I provide guidance and tools to build financial confidence, establish steady passive income, and create a diversified investment portfolio. My commitment lies in taking meaningful steps with you to ensure a secure, stress-free retirement.