The Purpose-Driven Retirement Coaching Guide for Financial Advisors

Retirement Stepping Stones Workbook

Grab Your Copy of the Retirement Stepping Stones Workbook!

This guide is meant to amplify your reading and walk you through implementing these ideas into your daily life as you near retirement. For each stepping stone in the book, there is an accompanying journal prompt and action item. Use this guide to take notes, jot down personal takeaways, and organize your thoughts. Make it your own!

Think about all the “how to” or self-improvement books you’ve read in the past. Did you actually apply many concepts to your life? Reading is often not enough. The process of writing down your thoughts and intentions (better yet, discussing them with your family or friends!) will elevate the experience and set you on a trajectory of retirement preparedness.

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