Private Facilitation
Develop a Customized Place Plan for a Better Life Today & Tomorrow
A four-session, expert-led Place Planning process designed to help individuals and couples make thoughtful, well-timed decisions about place—whether that means staying put, adapting where they live, or considering a move. Clients receive a customized Place Plan that clarifies priorities and outlines practical next steps.
Investment: $1,750 (individual) • $2,500 (couple)
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In the process, you'll
Evaluate Your Place
The first step in Place Planning is to assess the fit of your current place for today and tomorrow as well as understand your desires and constraints.
Identify Options
Key is brainstorming ways to improve your current place as well as find other places that could be a better fit.
Create a Place Plan
It is important to identify risks and find ways to mitigate these risks as well as develop a prioritized list of action items.
"Here's Place Planning was instrumental in helping us take control of the next chapter in our lives. Practical and accessible concepts for something not easy at all."
Rick & Karen Corcoran
Cincinnati, OH
Four Quadrants of Place
Place is multi-dimensional and being misaligned in any one of these areas can signal opportunity for improvement.
#1: Environment
Represents how your home, its surrounding area (country, region, state, metropolitan area, neighborhood), its topography, climate, and infrastructure impact your wellbeing
#2: Health
Your place impacts your ability to exercise, maintain a healthy diet, access health services and incorporate other key behaviors that drive physical, mental and emotional health.
#3: Community
Your place is critical in developing and maintaining meaningful relationships among family, friends and a broader social network
#4: Finances
Your place impacts your financial well-being due to housing costs, the overall cost of living, job prospects, tax considerations, and other financial factors.
Meet your facilitator
Ryan Frederick
Ryan Frederick is the #1 expert in the world on Place Planning -- the leading authority on how place, environment and where you live shape quality of life, health and longevity.
He is the author of the best-selling book Right Place, Right Time: The Ultimate Guide to Choosing a Home for the Second Half of Life which inspired the discipline of Place Planning.
He serves on the Advisory Council for the Stanford Center on Longevity.
He is a graduate of Princeton University and Stanford Business School.
The Roadmap of Place Planning
This is the process that I take all my clients through.
Part 1: Assess Your Current Place
The first step is to understand the strengths and weaknesses of your current home for today and tomorrow.
Part 2: Determine Desires, Needs & Constraints
Our set of living options is rarely unbounded; in reality, it is often influenced by our desires, needs and constraints.
Part 3: Identify Options
When choosing the right place, it is important to consider a number of alternatives.
Part 4: Make a Plan
Action stems from picking a direction with specific next steps.
What you will get...
In-depth Workbook
Forty pages and in printable and online formats, the Place Planning Workbook provides a framework to organize your thoughts around place. Broken into four parts, it helps you identify ways to improve your place and create actionable next steps.
Informational Videos
Supplemental on-demand videos offer deeper dives into specific topics—covering everything from housing and healthcare options to community-building tactics and financial considerations.
Customized Place Plan
The process culminates in the delivery of a clear and concise Place Plan customized to you. This plan is an asset that distills the essence of your situation, serves as a platform for immediate action and can be shared with family and advisors.
What others are saying...
"Finding the right place to live is complex but important. Here's process for Place Planning helped my wife & I chart a new course for our next life chapter."
Peter Balsamo
Athens, Georgia
"There is so much to consider about regarding where to live. Thankfully, Here's Place Planning tools and community helped me unlock new ways of thinking and provided valuable encouragement."
Polly Chandler
Marin County, California
"There's never a wrong time to explore your right place. Here's Place Planning framework and tools where instrumental for us in making a move to a better place."
Dan Driscoll & Bob Bozek
Pompano Beach, Florida
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Develop Your Customized Place Plan for a Better Life
Use Place Planning to ensure you are in the right place now and in the future. In four sessions -- roughly a month -- you will have clarity on a path forward.
