In a society where people define themselves by what they do
rather than who they are, retirement can be daunting.

Every senior leader faces life-changing events – the death of a family member, the loss of a job, divorce, or a personal health crisis. Yet, retirement is often the singular galvanizing event that forces people to look at who they are and what they want to do with the rest of their lives.

What Our Clients Can Expect

Decision Points: Life Planning Strategies™ (Decision Points™) is a facilitated, creative process to help senior leaders and their spouses successfully navigate one of life’s most critical stages -- retirement. We’ve found that senior executives routinely use sophisticated planning models to make business decisions but rarely devote time or resources to support life-changing personal decisions.

Retirement planning is far more than a series of financial decisions. It is having the financial security and freedom to do the things you have always wanted to do. But, if you are like most couples, you have had general conversations about the future --we’ll spend more time together…or build a house on the water…or travel to exotic destinations -- but you don’t have a plan that helps you focus on the specifics of this next chapter.

Full-time professional and family roles provide an unconscious structure to your lives -- a tempo, pace, and sense of purpose. How will you establish a new rhythm when roles begin to shift? Decision Points™ will help you successfully navigate this exciting, but unfamiliar territory.

Decision Points™ is an invigorating, interactive process that helps couples design a strategy and action plan for the next stage of life. This confidential, multi-day dialogue is facilitated by a two-person Shields Meneley Partners Advisor team.

Our unique approach involves individual assessment, individual and shared feedback, and a process to surface important issues that everyone faces at significant points in their lives. Advisors create a safe, objective and positive environment where communication can be open and constructive.