Place Planning for Retirement Coaches  

Give your clients a proven process for one of retirement's most important — and most overlooked — decisions.

Introduction

Where your clients live is one of the most consequential — and most overlooked — decisions they’ll make in the second half of life. It shapes their health, social connection, sense of purpose, and financial security. Yet for most people it remains a do-it-yourself exercise with no framework and no professional guidance.

Place Planning changes that. It’s a structured, evidence-based discipline that gives coaches a way to open and guide the place conversation with clients — one that most practices have never had the tools to address well.

How We Work with Retirement Coaches

There are three ways coaches are currently in engaging with Here for Place Planning:

1. The Place Planning Assessment — A 20-question diagnostic across four domains (Environment, Health, Community, Finances) that scores a client’s current place and creates an immediate opening for deeper conversation. Coaches can refer clients directly.
2. Referral Partnership — When a client is ready for a more comprehensive place evaluation, coaches refer to Here and remain connected throughout the engagement.
3. Joint Collaboration — For clients with more complex situations, Ryan and the coach work together on the Place Planning engagement — combining retirement coaching expertise with Place Planning methodology.

About Ryan Frederick

Ryan Frederick is the founder and CEO of Here and author of Right Place, Right Time: The Ultimate Guide to Choosing a Home for the Second Half of Life. A nationally recognized expert on place and healthy longevity, Ryan has educated thousands of people through keynote presentations, Place Planning assessments, customized Place Plans and his book. He works with retirement coaches, wealth management firms, and individuals navigating the second half of life.

Three Ways to Connect

1. Join Upcoming Webinar: April 7th at Noon CST. Next month Ryan is hosting a live webinar specifically for retirement coaches: an introduction to Place Planning, how it applies to your clients, and how coaches are using it in practice today. 
2. Stay Informed. Not able to make the webinar? Join the list for resources, updates, and opportunities specifically for retirement coaches.
3. Start a Conversation. If you’re already ready to explore how Place Planning could work in your practice, book a brief call with Ryan directly. You can book a time with this link. 

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