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Couples often have very different expectations about the way their time will be spent in retirement. Identifying these expectation gaps early can be very helpful for couples entering this unique season of life. The "My Retirementality™ Profile" is a simple tool to uncover each persons expectations around time allocated to leisure, connecting with others, renewal, and work.
Mitch Anthony has been creating innovative discovery approaches for the advisor community for the past two decades. He is known for having created “Financial Life Planning” (2001), “Return on Life” (2005), and most recently, “Life-Centered Planning” (2017). A prolific author, Mitch’s seminal books include StorySelling for Financial Advisors, The New Retirementality, and Your Clients for Life. Mitch and Steve Sanduski co-founded ROLAdvisor, a coaching community that is helping practices transform into Life-Centered Planning firms, and the Retirement Coaching Program, a program that equips advisors with the skills to help clients navigate modern retirement.