Booking
Book your session
Five short steps. Your program comes first, so you see exactly what you are paying for, then your state is confirmed inside the flow. Payment by card is taken at the final step.
- Step 1Your program
- Step 2Intake
- Step 3Compliance check
- Step 4Agreement
- Step 5Payment & schedule
Your program
Retirement Readiness
Readiness as a planning and decision problem, not a product pitch.
You are deciding when, on what, and with what structure. This program maps income sources, spending needs, timing decisions and the questions that belong with a licensed professional. No products are sold and no investments are recommended.
From $75 per 30 minutes · Secure video nationwide or in office in Florence, SC · Card payment at the final step. Read this page before you book: it is exactly what the engagement includes.
Your coaching roadmap
Built with you at the intake session, then written down and kept.
- A full inventory of income sources, dates and dependencies.
- Retirement spending estimated from real current spending, not rules of thumb.
- The three timing decisions in front of you and what each one costs.
- A written list of questions for your CPA, attorney or licensed adviser.
What every engagement includes
The same delivery standard behind every service, whatever the topic.
- 01
Intake assessment & roadmap
A structured intake that ends in writing: current situation, desired outcome, 30-day goals, 90-day goals and a six-month vision.
- 02
Action plan after every session
Three to five action items with deadlines, resources to review and reflection questions, sent within a day.
- 03
Session recap
Key discoveries, breakthroughs, decisions made, next actions and accountability commitments, written down each time.
- 04
Progress tracking
Goals, habits, milestones, progress scores and session attendance tracked so progress is visible rather than remembered.
- 05
Workbook & resource library
Assessments, worksheets, exercises and templates for your service, plus a workbook that holds your notes and reflections.
- 06
Progress & completion reviews
A formal review every four to six sessions, and a written success plan at the end of the engagement.
Inside your sessions
The actual exercises used in this service, not a description of coaching in general.
- Income and spending mapping.
- Timing decision worksheet.
- Sequence-of-retirement-life design.
- Building the question list for your licensed professional.
Your written action plan
A sample of what comes out of a session in this program.
- Complete the income and spending map before the next session.
- Write down the three timing decisions and their deadlines.
- Book the appointment with a licensed professional for anything regulated.
- Set the date for your next review.
Between-session assignments
Implementation work, because the change happens between sessions.
- Gather the most recent statements for every account and income source.
- Track one month of spending against the estimate.
Your resource library
Handouts and templates you keep.
- Retirement income worksheet
- Spending estimate template
- Timing decision checklist
- Questions for your financial professional
How progress is measured
Measurable outcomes reviewed at each progress review.
- Income map complete
- Spending estimate accuracy
- Decisions made by their deadlines
- Confidence rating for the plan
Choose your session length
Your session length sets the time we hold for you and the price you pay at the final step.
Scope of coaching
Our coaching process focuses on education, personal development, skill-building, goal achievement, accountability, decision-making, and performance improvement. We do not diagnose, treat, or provide therapy, counseling, financial advisory services, legal advice, medical care, or other licensed professional services. Clients remain responsible for all decisions and actions taken based on coaching discussions. Advisory, CFO, bookkeeping and tax services are provided under a separate written engagement agreement and are not part of a coaching session.
Choose your session length above to continue.
Melissa Frierson, MBA · LifePath Navigator · 503 Second Loop Rd, Florence, SC 29505 · (843) 612-9373 · Policies