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What’s Missing from Most Retirement Plans? (Hint: It’s Not About Money)

You’ve likely spent decades preparing financially for retirement—but have you prepared for the life you want to live?

Woman writing in a notebook on a dark brown sofa, relaxed, in a cozy living room with red walls and a brick fireplace in the background.

Many professionals enter retirement with a strong portfolio but a blurry vision of what’s next. Without purpose, clarity, and social connection, even the most financially secure retirement can feel directionless.


That’s why I created Your CLEAR Client Journey.


CLEAR stands for Clarify, Leverage, Empower, Actualize, and Review. It’s a process I use with my clients to help them confidently transition into a fulfilling retirement.


In my coaching program, we start by diving into the first three steps: - Clarify your values and vision - Leverage your strengths and interests - Empower your future with a personalized Retirement Journey Roadmap.


From there, you can choose to continue to: - Actualize your plan through intentional action and accountability and Review and refine your journey as it evolves.

Whether in a group coaching program or through individualized coaching, I am here to support you through this process.

Woman in glasses smiling at a tablet, sitting at a desk with a notebook, pen, and mug. Bright room with wooden blinds in the background.

If you’re preparing for retirement, I invite you to ask yourself: Have I truly thought about what I want this chapter to look like?


If not, I’d love to help you explore it.

Take the free Retirement Readiness Quiz  to see just how ready you are for retirement!



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Lori Candela, M.Ed., ACC, CPC, CPRC

Certified Professional Retirement Coach

Retiring on Purpose, LLC

Retire with Clarity, Live with Intention!

(203)556-0254

 
 
 

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