Grow Your Practice Together.
Help Clients Align Their Lives with Their Financial Goals
Your clients trust you with their financial future. Our retirement lifestyle planning program helps them create personalized life plans adding value beyond numbers. By integrating life planning with financial services you’ll strengthen relationships boost client loyalty and secure your role as a valued advisor.
Partnering with us provides a strategic advantage that sets your practice apart.
The Business Case for Purpose-Driven Retirement Planning
Why Retirement Lifestyle Planning Matters
Financial planning is essential, but today’s retirement landscape demands a deeper approach. Your clients are no longer just asking, “Do I have enough to retire?“—they’re wondering, “What will I do once I stop working?“
In fact, 83% of clients believe their advisor should help with the non-financial aspects of retirement. Purpose-driven planning enables you to meet this expectation, deepening client trust while differentiating your practice apart from others.
Answering the Critical Question: “What Am I Retiring To?“
Financial security alone is not enough. Without a clear vision for what they’ll do in retirement, many clients feel unfulfilled, anxious, or even regretful. By helping your clients plan for the non-financial aspects of retirement—like purpose, relationships, and lifestyle—you provide them with a complete, well-rounded solution.
A Strategic Advantage for Financial Advisors
Purpose-driven retirement planning isn’t just about preparing clients for retirement – it’s about preparing them for all of life’s stages, including wealth transfer and legacy planning. By addressing both life and financial goals, you build lasting, multi-generational relationships, ensuring that your practice thrives long into the future.
A Future-Proof Approach for Your Practice
Holistic retirement planning goes beyond retirement—it prepares you to advise clients through all stages, including wealth transfer and legacy planning. By addressing both life and financial goals, you build lasting, multi-generational relationships, ensuring that your practice thrives long into the future.
The Bottom Line: Elevate Your Role. Deepen Your Impact.
Your clients want more than financial stability—they want a retirement that feels fulfilling and purposeful. Retirement lifestyle planning empowers you to offer this full-circle service, deepening relationships, increasing loyalty, and positioning your practice as a leader in today’s competitive market.
The end result is happier, more engaged clients who are confident in both their financial future and their life beyond work.
Elevating Your Financial Expertise with Life-Aligned Planning.
Our retirement life design solutions complement your financial expertise by helping your clients align their financial goals with their broader life plans. Here’s how we help you create more value for your clients:
Custom Presentation
Retirement Planning: Beyond the Numbers
Offer your clients a dynamic, interactive one-hour presentation that aligns their life goals with their financial plans. This session delivers actionable insights that address the non-financial aspects of retirement, building deeper client relationships.
Curated Retirement Course
A Personalized, Life-Planning Journey – On-Demand
Support your clients with a fully customizable, on-demand course that helps them build a fulfilling retirement life plan. Co-branded with your firm, this self-paced course complements your financial advice by addressing the personal and emotional aspects of retirement.
Curated Retirement Guide
A Tailored Life Plan to Complement Financial Plans
Provide your clients with a personalized workbook that guides them through the process of creating a retirement life plan that aligns with their financial goals. This comprehensive tool enhances their overall retirement experience.
Retirement Coaching
One-on-One Coaching to Complement Your Financial Expertise
Offer your clients personalized coaching to help them navigate the non-financial aspects of retirement, ensuring their life plan supports your financial strategies. Build trust and deeper client connections.
Custom Presentation: Preparing for Life After Work—Retirement Planning Beyond the Numbers.
Uncover What Really Drives Your Clients’ Retirement Plans
As an advisor, you understand that financial strategies are only as effective as the life they’re designed to support. “Preparing for Life After Work: Retirement Planning Beyond the Numbers” is an immersive, one-hour session that gives you deeper insights into your clients’ true aspirations, allowing you to build financial plans that fully align with their vision for life after work.
This session helps clients go beyond the financials, giving you the clarity needed to design strategies that truly match the life they want to live.
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The Key to Unlocking Your Clients’ True Retirement Goals
For many clients, it can be difficult to express what they really want out of retirement. This presentation takes the pressure off those difficult conversations, using a structured process to help them explore critical questions about their purpose, relationships, and lifestyle in retirement. Through engaging case studies and relatable personas, clients will uncover insights they may not even share in regular meetings:
- What will give my life meaning when I’m no longer working full-time?
- How will I structure my days and replace the routine my career provided?
- Who will I become when my job title no longer defines me?
These aren’t just questions—they are the foundation of a successful retirement plan that aligns with their values and goals. By helping clients answer these, you gain deeper insights that make your financial planning more effective and precise.
Key Benefits for You as an Advisor
By the end of this session, your clients will have a much clearer picture of their non-financial goals, allowing you to craft more tailored and purposeful financial strategies. Using the 3-Step RetireMAP framework, your clients will:
- Develop a Clear Vision for Retirement: When clients can clearly articulate their ideal life after work, you can build financial strategies that directly support that vision.
- Leverage Their Strengths and Values: Understanding your clients’ core values and strengths helps you align financial plans with the lifestyle they’re aiming to achieve.
- Plan Their Time with Purpose: As clients define how they want to spend their time, you’ll have the insights you need to ensure their finances support those activities with precision.
This insight helps you connect financial strategies directly to their desired lifestyle, making your advisory role more meaningful and impactful.
Tailored for Your Clients. Built to Elevate Your Practice.
Our custom presentations are designed to reflect the unique makeup of your client base. From the challenges they face to their retirement goals, we personalize every session to ensure it resonates deeply with your clients.
By uncovering what your clients truly want from retirement, you’re able to provide more precise, value-driven financial strategies. This presentation not only enhances the client experience but also gives you a strategic advantage in building more effective retirement plans.
Turn Insights into Actionable Financial Strategies
Click here to schedule your custom session today and discover how understanding your clients on a deeper level transforms your advisory practice.
“Advisors continually ask me, ‘How do I cross the threshold from a conversation about the numbers to a deeper conversation around purpose and fulfillment in retirement?’ This reflects a shift in the industry from ‘numbers first’ to ‘people first.’ I would love to keep Tammy Vigue all to myself, but if you’re in the wealth space and ready to go deeper, this is where you need to start. Tammy, thank you for sharing your gifts with us. It’s clear you’ve found your calling, and I am better for having learned from you”
“By partnering with ‘The Curated Retirement,’ we were able to offer a more comprehensive retirement planning service to our clients. This partnership not only deepened our relationships with existing clients but also attracted new clients who were looking for a more holistic approach to retirement planning. The feedback from our clients has been overwhelmingly positive, and our practice has seen a noticeable increase in referrals.”
“The Curated Retirement programs are thoroughly researched and represent the cutting edge of retirement lifestyle planning. As someone nearing retirement myself, I’ve found the Curated Retirement RetireMAP tool invaluable in defining my own retirement purpose. It’s truly impactful!”
The Curated Retirement Online Course.
Empower Your Clients to Design a Fulfilling, Purpose-Driven Life After Work
Retirement isn’t just about finances—it’s about helping your clients design a life that aligns with their values, passions, and purpose beyond their careers. The Curated Retirement Online Course offers your clients a deeper dive into what they really want out of retirement, giving them a flexible, self-paced journey to plan their future with clarity and confidence.
For you, as their trusted advisor, it’s a unique opportunity to uncover their true goals, allowing you to build financial strategies that fully support their vision for life after work.
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Course Overview: A Personalized, Transformative Experience
Built around the proven RetireMAP framework, this step-by-step program guides your clients through every aspect of retirement planning—far beyond the numbers. From redefining life goals to structuring their days with purpose, this course gives your clients the tools to ensure a smooth, fulfilling transition into their next chapter.
What’s more, the course can be co-branded with your firm and customized to reflect your client base, including the option to record a personalized video introduction highlighting your team’s expertise.
Key Features: Helping Advisors Gain Deeper Insights
- On-Demand Video Lessons: Accessible anytime, anywhere, these lessons guide your clients through each stage of retirement life planning—at their own pace.
- Interactive Assessments: Help your clients define their goals, values, and priorities as they approach retirement, providing you with key insights for more tailored financial strategies.
- Customizable Worksheets & Tools: Practical exercises that allow clients to map out their ideal retirement, based on their unique interests, needs, and life goals—information that’s invaluable for shaping their financial plan.
Why This Course Is a Game-Changer for Advisors
Offering this course doesn’t just provide value to your clients—it’s a strategic advantage for your practice. Here’s how the Curated Retirement Online Course benefits both you and your clients:
- Uncover What Your Clients Really Want: For many clients, it can be difficult to articulate their true goals for retirement during regular meetings. This course guides them through the deeper, often unspoken aspects of their future vision, providing you with essential insights that allow you to build more aligned, personalized financial strategies.
- Create a Seamless Connection Between Life and Financial Goals: When you understand exactly what your clients want their lives to look like in retirement, you can develop financial plans that fully support their vision—elevating your role as both a financial and life advisor.
- Foster Long-Term Client Loyalty: By helping clients plan for the non-financial aspects of retirement, you show that you’re invested in their overall well-being, not just their finances. This builds trust, loyalty, and stronger long-term relationships.
Co-Branded, Customized, and Tailored for Your Clients
The Curated Retirement Online Course is designed to be seamlessly integrated into your advisory offerings. Every client base is unique, which is why we offer customization options, including the ability to add industry-specific case studies and co-brand the course with your firm’s identity. Additionally, you can record a personalized video introduction that highlights your firm’s expertise and strengthens your role as a key partner in their retirement journey.
This isn’t just a course—it’s a way for you to deepen your client relationships and deliver an enhanced, life-aligned financial strategy.
Ready to Help Your Clients Plan for a Purpose-Driven Retirement?
Contact us today to explore how the Curated Retirement Online Course can be customized for your practice and help you build more meaningful, impactful financial strategies.
“This course served as a great validation of the path I’m currently on. It reinforced my ideas about what I do and don’t want to pursue in retirement, giving me more confidence in the choices I’m making. I now feel more comfortable focusing on my own interests, rather than feeling guilty about not taking on additional consulting or board work. While my feelings may change in the future, for now, I’m at peace with prioritizing what truly matters to me.”
“Taking this course was a game-changer for me. It helped me get organized and empowered me to say no to things that don’t align with my values and strengths. I had been reflecting on many of these ideas already, but the course gave me the clarity to make better choices. I also loved how it simplified everything, ending with clear 1-year, 3-year, and lifetime goals. I’ve already been recommending it to others!”
“The course opened up a whole new world I had never considered. As a dedicated lawyer, time flew by, and I realized I had neglected to live in the moment. The Curated Retirement helped me to begin reshaping my life, seeing the future as a realm of endless possibilities. I highly recommend this course.”
“Going through this course made me actually get excited about the possibilities. I knew I was ready to retire, but I didn’t know what I was going to, and that was making me nervous. This program really helped carry me forward. It made me feel confident and empowered, where there was no looking back.”
“Tammy, I wanted to let you know that I decided to step away from my role as President & CEO. Your course gave me the perspective to know I was ready for my next chapter. While I’m not done applying my skills, it will likely be in a way that doesn’t involve full-time executive roles. I’m taking the summer off, reflecting on what the next phase of my professional life looks like. Thank you for your thoughtful perspectives—it’s much appreciated.”
“I highly recommend the course to anyone over 55, whether you’re considering retirement or not. As we approach the end of our careers, it’s easy to retire without fully thinking about the next 20 to 40 years. This program helps you thoughtfully plan your next steps, whether you continue working or choose a new path. It’s a wise approach to navigating this stage of life.”
” While life coaching can sometimes feel abstract, Tammy’s approach is grounded in process and science, adding credibility and broad appeal. Her authentic and relatable coaching style makes complex topics accessible, ensuring her clients feel understood and engaged. I highly recommend The Curated Retirement to anyone seeking meaningful guidance in retirement planning.”
Curated Retirement Guide.
Guide Overview
The Curated Retirement Guide is a comprehensive, step-by-step workbook that helps your clients envision their ideal retirement, set meaningful goals, and plan for a fulfilling life beyond work. Every section is designed to make the retirement process more personal, actionable, and attainable, ensuring your clients move forward with confidence.
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Key Features:
- Customizable Worksheets & Tools: Interactive exercises tailored to your clients’ unique needs, dreams, and values, helping them map out a personalized retirement plan.
- Self-Paced Flexibility: Designed for convenience, clients can work through the guide at their own pace, fitting it into their schedules effortlessly.
- Actionable Insights: Practical tips and strategies complement your financial planning services, focusing on critical retirement areas like life purpose, time management, and well-being.
Tailored for Your Business
The Curated Retirement Guide is fully customizable, allowing you to adapt the content to meet the unique needs of your clients. Personalize the guide with your company’s branding or integrate client-specific case studies and personas that speak directly to your target audience.
Benefits of Customization:
Strengthen client relationships with personalized content that aligns with their life goals.
Align the guide’s exercises and tools with your firm’s financial strategies, offering a seamless client experience.
How to Leverage the Curated Retirement Guide
Integrate the guide into your broader financial planning services to help your clients achieve a retirement that aligns with both their financial and lifestyle goals. By reviewing their responses in the RetireMAP, you can ensure they’re on track to achieve the retirement they’ve envisioned. Once their retirement vision is clearly defined, you can collaborate with them to develop personalized budgets and investment strategies to support their desired lifestyle.
After all, it’s nearly impossible to answer the question, “Do I have enough money to retire?” if you don’t know what your client wants to retire to.
Request a Demo
Discover how the Curated Retirement Guide can elevate your financial planning services, helping your clients achieve their dream retirement. See a live demo today and explore the customizable tools, actionable insights, and personalized approach that will set your firm apart.
“By partnering with ‘The Curated Retirement,’ we were able to offer a more comprehensive retirement planning service to our clients. This partnership not only deepened our relationships with existing clients but also attracted new clients who were looking for a more holistic approach to retirement planning. The feedback from our clients has been overwhelmingly positive, and our practice has seen a noticeable increase in referrals.”
Retirement Coaching: One-on-One Guidance to Complement Your Financial Expertise.
Empower Your Clients to Navigate Life Beyond Work with Confidence and Clarity
Retirement is more than a financial milestone—it’s a life transition that requires emotional, psychological, and personal preparation. Retirement Coaching offers your clients personalized, one-on-one support to help them navigate the non-financial aspects of retirement, ensuring their life plans align seamlessly with the financial strategies you’ve developed.
For you as their trusted advisor, this coaching provides valuable insights into your clients’ personal retirement goals, allowing you to refine their financial plans with deeper understanding and precision.
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What Retirement Coaching Does for You and Your Clients
Retirement is a time of significant change, and many clients struggle to articulate exactly what they want from this next phase of life. Our personalized coaching sessions help them work through these uncertainties, providing you with a clearer picture of how their finances can support the life they envision. Clients will explore questions like:
- What will bring meaning and fulfillment in my life post-career?
- How will I spend my time to create a sense of purpose and joy?
- What new goals, hobbies, or passions will I pursue?
These insights are key to building a comprehensive retirement plan that goes beyond financial security, ensuring your clients are not just financially prepared, but also emotionally and personally ready for the future.
Key Benefits of Retirement Coaching for Financial Advisors
- Gain Deeper Client Insights: Retirement coaching allows clients to explore and define their personal goals, values, and dreams for life after work. This helps you refine their financial strategies to align perfectly with the lifestyle they want to live.
- Tailored Financial Plans Based on Personal Desires: When you understand the non-financial aspects of your clients’ retirement vision, you can build a more complete financial plan that supports both their emotional and financial well-being.
- Strengthen Client Trust and Loyalty: Offering personalized retirement coaching demonstrates your commitment to your clients’ full retirement experience, deepening their trust and loyalty to your practice. They see you as a partner in every facet of their retirement, not just their finances.
How It Works: Personalized Coaching Sessions
Each coaching session is conducted by a highly experienced retirement coach who specializes in the psychological and emotional aspects of retirement. Your clients will receive:
- One-on-One Sessions: Tailored to their unique circumstances, focusing on life goals, purpose, and fulfillment.
- Practical Action Plans: Each session provides actionable steps to help clients create a clear vision of their post-work life, ensuring they are emotionally prepared to transition into retirement.
- Support That Complements Your Financial Strategy: Coaching doesn’t just help clients emotionally—it helps them clarify their personal vision, providing you with the insights needed to strengthen and refine their financial plans.
Why Retirement Coaching Sets Your Advisory Practice Apart
Retirement coaching is a powerful differentiator that helps your practice stand out. By offering one-on-one coaching, you not only meet your clients’ financial needs but also address their emotional and lifestyle goals. This full-circle service makes your practice indispensable to clients who want more than just numbers—they want a fulfilling life.
Coaching adds a new layer of trust, deepens relationships, and ultimately creates more loyal, satisfied clients who will stay with you for the long term.
Tailored for Your Clients. Seamlessly Integrated into Your Services.
Our retirement coaching sessions are designed to complement your existing financial services, ensuring a smooth integration into your practice. You can offer these one-on-one coaching sessions as a stand-alone service or as part of a comprehensive retirement package, showing clients that you’re invested in their entire retirement journey—beyond their financial plans.
Ready to Offer Personalized Retirement Coaching to Your Clients?
Contact us today to explore how Retirement Coaching can help you deliver more personalized, impactful financial strategies by uncovering the non-financial aspects of your clients’ retirement vision.
“A number of years ago, when I was facing a significant transition from a successful and busy career to a quiet time of personal discovery and ‘uncharted waters’, I had the good fortune to coach with Tammy Vigue. She understood the anxiety I felt about all the ‘unknowns’ facing me at that time in my life. Her skillful and compassionate questions helped me arrive at the answers and direction I was seeking. I not only achieved clarity – I became genuinely excited about the future. I have worked with other coaches and consultants and never experienced such clarity and insight. And it was fun coaching with Tammy. On top of everything else – she has a tremendous sense of humour!”
“I had been struggling with how to think about my retirement for a long time. But I couldn’t seem to make any progress on my own and kept running in circles, covering the same ground over and over again. In the couple of months I’ve been working with Tammy, everything has changed. I am now both excited and clear about my next steps. Tammy is uniquely capable of helping you identify what you want and giving you the confidence to follow your authentic path. And she does it all in a way that is both enjoyable and nonthreatening. I can’t recommend her highly enough.”