Life Plan Assessment Companion

The Life Plan Assessment Companion is a comprehensive tool designed to assist individuals in thinking through various suggestions to rectify the risks of the 10 life domains: health, housing and location, social connections, support network, faith and spirituality, life purpose, finances, legal matters, fun and engagement, and transportation. This workbook provides a structured framework reflect on current status in each domain and receive feedback on areas that need improvement.

Within the workbook, each life domain is explored through a series of thought-provoking questions and exercises. It is a practical guide offering resources and tips to support individuals in making positive changes.

By utilizing the Workbook, individuals gain a holistic understanding of their overall well-being and can take proactive steps towards enhancing their quality of life. Whether it's developing a personalized health and wellness plan, improving social connections, strengthening their support network, exploring their faith and spirituality, aligning with a life purpose, managing finances, addressing legal matters, finding joy in daily activities, or improving transportation access, it serves as a valuable tool for self-reflection and self-improvement.

The Life Plan Assessment Companion workbook empowers individuals to take control of their lives and make meaningful changes that align with their values and aspirations. It serves as a guide and companion throughout their journey towards a more balanced and fulfilling life, offering support and guidance in each of the 10 life domains.

Life Plan Assessment and the Companion Workbook

The Life Plan Assessment and Companion Workbook 

Thank you for completing the Life Plan Assessment. As a person aging alone, I hope the survey helps you uncover most surprises that could disrupt aging well. 

Recognizing the need for growing stronger as one ages, I created the assessment.  I helped my parents with the elder care issues and once they passed away, I worried, "who will do for me what I did for them?"  Some of you may be a caregiver right now or have been one and truly "get" all the work, preparation, and organization it takes to care for another.    

Companion Workbook

The Life Plan Assessment Companion Workbook is a comprehensive tool designed to assist individuals in thinking through various suggestions to rectify the risks of the 10 life domains: health, housing and location, social connections, support network, faith and spirituality, life purpose, finances, legal matters, fun and engagement, and transportation. This workbook provides a structured framework reflect on current status in each domain and receive feedback on areas that need improvement.

Within the workbook, each life domain is explored through a series of thought-provoking questions and exercises. It is a practical guide offering resources and tips to support individuals in making positive changes.

By utilizing the Workbook, individuals gain a holistic understanding of their overall well-being and can take proactive steps towards enhancing their quality of life. Whether it's developing a personalized health and wellness plan, improving social connections, strengthening their support network, exploring their faith and spirituality, aligning with a life purpose, managing finances, addressing legal matters, finding joy in daily activities, or improving transportation access, it serves as a valuable tool for self-reflection and self-improvement.

I am a sincere advocate of planning for the future years. So, I hope you learn as much as I did from evaluating the top life domains. 

Life Plan Assessment Mentoring Session

Life Plan Assessment Session

• Bring your #1 top challenge to a LIVE session with me and let's discuss how to create efficient steps to rectify and manage the risk.    
• 1 LIVE session with me to discuss your results or anything else you discovered in completing the Life Plan Assessment. 
• Support before the coaching session: ensures that we make the most of every minute we spend together; maximizing your investment and the results you create.
• Private session runs for 60 minutes.  

#1 Risk Life Plan Assessment Session is $150.   

Coaching with Carol Marak 60 minute Mentoring Session

Coaching session with Carol

• Bring your #1 top challenge to a LIVE session with me and let's discuss how to create efficient steps to rectify and manage the risk.    
• 1 LIVE session with me to discuss your results or anything else you discovered in completing the Design a Better Future Session Prep Form and/or the Life Plan Assessment. 
• Support before the coaching session: ensures that we make the most of every minute we spend together; maximizing your investment and the results you create.
• Private session runs for 60 minutes.  

#1 Risk Planning Session is $75.   

Life Plan Assessment

LIFE PLAN ASSESSMENT 

Welcome to the Life Plan Assessment 

Congratulations! You’ve just taken the first step to having a better future. 

Planning for the long-term is unsettling because growing older is stacked with complexities and risks. Aging places us in unfamiliar territory. We need a navigation system to negotiate the top risks of aging.  In this assessment, you will evaluate your level of satisfaction of all 10 life domains. These domains include health and fitness, housing, social connections, support network, legal matters, finances and money, faith and spirituality, life purpose, finding transportation, and fun and engagement. These are the same domains that put tremendous pressure on my parents’ wellbeing.   

Life revolves around ten domain factors. How confident or apprehensive are you with each when considering the years ahead? This assessment tool gives you exactly that. A simple strategy to discover the significant risk(s) that could play havoc on your wellbeing. The sooner a person rectifies and manages the liabilities, the chances are greater they will age with certainty and confidence. 

The findings from the assessment will help you discover your satisfaction level of each criteria. 

START YOUR JOURNEY TO A BETTER FUTURE 

(Please allow up 45 minutes to 1 hour to complete.)

Life Plan Assessment

LIFE PLAN ASSESSMENT 

Welcome to the Life Plan Assessment 

Congratulations! You’ve just taken the first step to having a better future. 

Planning for the long-term is unsettling because growing older is stacked with complexities and risks. Aging places us in unfamiliar territory. We need a navigation system to negotiate the top risks of aging.  In this assessment, you will evaluate your level of satisfaction of all 10 life domains. These domains include health and fitness, housing, social connections, support network, legal matters, finances and money, faith and spirituality, life purpose, finding transportation, and fun and engagement. These are the same domains that put tremendous pressure on my parents’ wellbeing.   

Life revolves around ten domain factors. How confident or apprehensive are you with each when considering the years ahead? This assessment tool gives you exactly that. A simple strategy to discover the significant risk(s) that could play havoc on your wellbeing. The sooner a person rectifies and manages the liabilities, the chances are greater they will age with certainty and confidence. 

The findings from the assessment will help you discover your satisfaction level of each criteria. 

START YOUR JOURNEY TO A BETTER FUTURE 

(Please allow up 45 minutes to 1 hour to complete.)

SOLO AND SMART AGING COURSE WORK

SOLO AND SMART COURSE WORK

The Workshop will give you access to selected modules which include tools and resources that rectify the complexities of living and growing older on your own.

The workshop includes everything that's needed to design your whole-life plan.  

Start with the Life Plan Assessment that identifies:

• your aging risks,
• where you fall short and where you excel,
• pinpoints the behaviors and habits holding you back.

Here's what you can expect:

• 5 modules offering worksheets and forms that help you design a plan.
• Ask to be held accountable and receive support. I'm available to mentor.
• Lifetime access to the Life Plan Assessment.
• Bonus resources. 

You receive:

The SOLO AND SMART Course Workshop  

• Start with completing the Life Plan Assessment. The purpose is to uncover your top risk and determine where you are right now as it relates to life and circumstances.
• 7 online lessons filled with exercises and worksheets that guides you in tackling the challenges, which you complete at your own pace.
• Lesson 1: Redefining Independence.  You will gain a better understanding of the obstacles that can arise when living alone. 
• Lesson 2: Health and Caregiving concerns. Staying healthy is critical when living alone. Planning for future caregiving needs, hiring professional caregivers, or exploring community resources are essential steps if family members aren't around to watch out for you. 
• Lesson 3: Avoid Social Isolation through Connections of friends is key to healthy aging, which significantly impacts emotional, physical, and cognitive health, and overall quality of life. 
• Lesson 4: Build a Support System. Making new connections can be challenging, yet it is a critical factor to maintaining a vibrant and supportive network. Participants learn the steps to create a local support group of peers and friends. 
• Lesson 5: Legal Readiness. Legal matters address crucial aspects that encompasses both medical preferences and personal values—reflecting on preparedness and peace of mind regarding the final wishes. 
• Lesson 6: Financial Resilience. Financial stability plays a crucial role in shaping the quality of life during retirement years, influencing everything from housing choices to social engagements and health care.
• Lesson 7: Your Solo Aging Plan
• PDF versions of all accompanying activities so you can begin your longevity plan. 
• Research. Brainstorm ideas. Gather information. 

Holistic Life Plan for Adults

This is a SAMPLE WORKSHOP 

The Workshop will give you access to selected modules which include tools and resources that rectify the complexities of living and growing older on your own.

The workshop includes everything that's needed to design your whole-life plan.  

Start with the Life Plan Assessment that identifies:

• your aging risks,
• where you fall short and where you excel,
• pinpoints the behaviors and habits holding you back.

Here's what you can expect:

• 5 modules offering worksheets and forms that help you design a plan.
• Ask to be held accountable and receive support. I'm available to mentor.
• Lifetime access to the Life Plan Assessment.
• Bonus resources. 

You receive:

The Whole-Life Longevity Workshop  

• Start with completing the Life Plan Assessment. The purpose is to uncover your top risk and determine where you are right now as it relates to life and circumstances.
• 5 online lessons filled with exercises and worksheets that guides you in tackling the challenges, which you complete at your own pace.
• Lesson 1: Understand the Complexities of Solo Living and Aging.  You will gain a better understanding of the obstacles that can arise when living alone. 
• Lesson 2: Build a Support System. Making new connections can be challenging, yet it is a critical factor to maintaining a vibrant and supportive network. Participants learn the steps to create a local support group of peers and friends. 
• Lesson 3: Avoid Social Isolation through Connections of friends is key to healthy aging, which significantly impacts emotional, physical, and cognitive health, and overall quality of life. 
• Lesson 4: Financial and Legal matters. Financial stability plays a crucial role in shaping the quality of life during retirement years, influencing everything from housing choices to social engagements and health care. Legal matters address crucial aspects that encompasses both medical preferences and personal values—reflecting on preparedness and peace of mind regarding the final wishes. 
• Lesson 5: Health and Caregiving concerns. Staying healthy is critical when living alone. Planning for future caregiving needs, hiring professional caregivers, or exploring community resources are essential steps if family members aren't around to watch out for you. 
• PDF versions of all accompanying activities so you can begin your longevity plan. 
• Research. Brainstorm ideas. Gather information.