Services & Costs

While there are a number of ways to work with me as a Life and Retirement Coach/Mentor, here are some of the more common services I can offer you:

RETIREMENT PLANNING (for those ages 45 and up not yet retired)

+ Individual Consultations for Singles or Couples (in person, via SKYPE, by phone)

+ Small or Large Group Seminars or Workshops (1/2 to 2 days). Customized to your needs, audience, and any existing Benefits Plan.  I encourage couples to attend together if at all possible to make the experience more valuable.

+ Train Your Staff to Lead a Seminar or Workshop. Requires my offering that Seminar customized for your situation at least one time for them to observe, and purchase of my Workbook for all participants of Seminars or Workshops your staff offers in the future.

+ Purchase my workbook,  *PLAN YOUR EXCITING RETIREMENT IN 21 DAYS to distribute in quantity to your group members or employees.  Book can be customized with your group or company logo, name, etc.  This workbook is used in all Pre-Retirement Planning Workshops and Seminars regardless of length.

 LIVING IN RETIREMENT (for those already retired whatever age)

+ Individual Consultations for Singles or Couples (in person, via SKYPE, by phone)

+ Small or Large Group Seminars or Workshops (1/2 to 2 days). Customized to your needs, audience, and any existing Benefits Plan. I encourage couples to attend together if at all possible to make the experience more valuable.

+ Train Your Staff to Lead a Seminar or Workshop. Requires my offering that Seminar customized for your situation at least one time for them to observe, and purchase of my Workbook for all participants of Seminars or Workshops your staff offers in the future.

+ Purchase my workbook,  *LIVING A MORE FULFILLING RETIREMENT  to distribute in quantity to your group members or employees.  Book can be customized with your group or company logo, name, etc.  This workbook is used in all Workshops and Seminars.

*My workbooks are currently being revised and updated versions will be available online for purchase as of  April 2014.

COST FOR MY SERVICES

Every situation is unique and is given my individual attention.  Thus the actual cost will depend on the extent of consultations, seminars and workshops, and amount of customization required.

I want to make my services available at a reasonable cost for my years of experience and the substantial value I believe you will receive.

I offer a minimum discount of 10% to Non-Profits and Religious Groups who can provide proof that they are tax-exempt 501(c)(3)under Federal IRS Law.

In certain cases, I will do a presentation FREE OF CHARGE for Associations and Professional Groups as a way of “Paying Forward” for reimbursement of travel expenses.  Ask me for details.

An 30-minute initial consultation by phone to discuss your needs and how I might work with you is always FREE and comes with NO OBLIGATION whatsoever.  Appropriate e-mail or phone follow-ups at no cost.

I use PayPal for most payments, invoicing, and other billing.  This protects both you and me as a safe, secure, and neutral source of payment.  If this is not convenient for you, your group or your company, we can discuss alternate payment options.

GUARANTEED SATISFACTION POLICY.  If you, your group, or your company are unsatisfied with my work based on the results of participant evaluations, I will give a 100% credit of fees charged toward future services used within 6 months, or refund 50% of the fees charged minus the actual cost of any workbooks used.  Unfortunately, actual travel expenses incurred cannot be reimbursed or credited.

MULTIPLE Seminars and Workshops held within 6 months for the same group or company will earn a discounted rate based on how many are desired.  Minimum discount for multiple Seminars and Workshops of 10% will be given.

CUSTOMIZATION of any Seminar or Workshop at the Client’s desire beyond what is usual and customary will be billed at $75/hour.  Simple customization of the Workbook to include Group or Company Logo and up to two custom information pages is $50.

IF I TRAIN YOUR STAFF to do these Seminars and Workshops, there is a Licensing Fee (in addition to having such staff take the seminar at normal cost) which permits them to present up to 6 of my Seminars or Workshops within the next year for just the cost of additional Workbooks.  I will also provide up to 3 additional hours with your Staff over and above the actual Seminar or Workshop to discuss how they can present the materials appropriately.

Reimbursement of reasonable Travel Expenses.  To be at my best for my presentations and avoid travel complications, seminars and workshops which begin in the Morning require my traveling to your site the day before if more than 50 miles from my home base.   Seminars which are held in the afternoon MAY require my staying overnight in your area.  Seminars and workshops held into the evening require my staying overnight in your area and traveling the next day.

CANCELLATION POLICY.  If you, your group or your company Cancels a consultation, seminar, workshop or other event, a cancellation fee will apply.  The amount of the fee will depend on how much notice of the cancellation is given.  In the event I have to cancel due to illness or personal emergency, I will refund your entire cost AND give you a 50% discount when rescheduling the event within 12 months.

A SEMINAR OR WORKSHOP DAY IS DEFINED AS SIX (6) PRESENTATION HOURS.  One 15-minute break will be scheduled per 3 Hours of Presentation.  One Hour will be alloted for Lunch in a full-day.

For example, you schedule a One-Day Seminar.  The schedule would look something like this:

8:00am  Registration and Check-in

8:45am-10:15am  Presentation (1.5 hours)

10:15-10:30am  Break

10:30-noon  Presentation (1.5 hours)

Noon – Lunch provided ON SITE  (I usually eat with participants or group/company leaders)

1:00-2:30pm  Presentation (1.5 hours)

2:30-2:45pm  Break

3:00-4:30pm  Presentation/Evaluation (1.5 hours)

Time will be allotted following the seminar to greet and converse with individual participants, collect evaluations, pack etc.  Normally I will be available at the seminar site one hour prior to the event’s start and for at least one hour following at no extra cost.

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