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Creating a Vision Worksheet (Starter Version)

client-facing tool to get a clearer picture on retirement vision

Creating a Vision Resource for Financial Advisors and Clients

Our visioning process is a portion of the Reorient & Repurpose Pillar of The Refocus Coaching Academy’s Purpose Driven Retirement Coaching Guide. We call this exercise Creating a Vision.

You will use this client-facing tool to give your client a clearer picture on what they want to experience in their joy-filled retirement by selecting three self-driven choices, and three others-oriented choices.

The starter version only includes the main visioning worksheet and does not include the additional five worksheets provided in the online course, which go into depth and break down action steps to go along with each selection.

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The Refocus Transition Wheel

~ A Client-Facing Tool ~

Guide your clients to a more purpose-filled retirement with this client-facing tool. A great conversation starter about the second half of life and areas that need extra focus. 

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