Transition Planning

Make plans now to avoid conflict later!

Whether you are an individual facing retirement and not sure what to do next, a couple entering the next stage of their life and not sure where to live, or a family facing the daunting task of dispersing personal property or making care decisions for an aging parent, Orella Associates can help.

For those facing retirement, Orella Associates offers a combination of specialized assessments and interpretations to discover your individual goals, retirement readiness, life stage opportunities, and work and social preferences. As a Certified Retirement Coach, Orella has access to the proprietary instruments developed by the leaders at Retirement Options (www.RetirementOptions.com) and uses these to delve into the personal issues and transition skills that affect retirement.

The Retirement Success Program allows illuminated insight and understanding, brings to light the uniqueness of the individual, and provides clear definition of those affective and expressive factors that can be the most powerful motivators for success for that particular client. Conversations are elevated to a new level of personal meaning.

Clients of Orella Associates are then encouraged to complete the Motivation Appraisal of Personal Potential Career Test. Why a career test when facing retirement? MAPP gives you new insights into what makes you tick.  MAPP identifies your true interests, talents, and motivations, and allows you to match yourself to different careers to see what fits you best. (Go to www.assessment.com for further information about the test.)

The results of each are then interpreted and discussed. Some clients need to work to gain additional income in retirement; others want to volunteer to contribute to or stay engaged in society. Whatever your situation, why not be doing something that you love? We work together to devise a successful plan for transitioning to the next stage of your life.

For those preparing for transition, Orella Associates provides guidance on the organization of LifeDocuments. As a Certified LifeDocuments Organizer (www.lifelinesacademy.com), Orella offers strategies and technologies to locate, organize, and store one’s personal, financial, and health information. The goal is to ensure that these items are readily accessible during a life transition or unexpected emergency. In addition, Orella advises individuals on ways to effectively communicate the decisions within and location of these documents to your family and friends.

Initial consultations may be done in-person or on-line using a video calling services such as Skype. Contact Orella for more information (info@orellaassociates.com).