Meet Retirement Coach Joe Grant

Joe GrantHello, I am Joe Grant, a Certified Retirement Coach, who provides positive, helpful, and effective guidance with both male and female individuals who are stressed by the transition commonly called “retirement”.  (THIS IS NON - FINANCIAL COACHING). I do not sell products.

I am trained to do this both by experience (the best teacher), and the latest modern transition methods that “stick” with you for permanent and positive change. To change is one thing - follow-through is quite another if one is to find permanent relevance and satisfaction. And, hopefully, joy as well.

In my own family, this transition has been both rocky and smooth, so I came to see what made the difference, what to do and what not, and the sequence of change, which is perhaps the most important part of making it work well. Outside my family, I work confidentially with corporate executives and their managers, but also with small business owners, a very special breed. Some have had remarkable success, some average, but all found their path improved. All had great inner strengths, and we bring those out in everyone we coach.

My clients are confidential, which is why you see no testimonials here. If needed I can provide some enthusiastic followers whom you may interview. They send me very often to others who could benefit. You will have your own secure private client log, should you choose to be coached.

Professional Background:

Retired Financial Planner - Now Un-retired in a different, but related field - as a non-financial retirement coach
Corpoate Senior executive with extensive success track in leading turnarounds and start-ups -  Supervised 20 locations and 1000+ personnel. 
Goal-oriented leader with expertise in building/training/leading culturally diverse, high-performance teams
Consultant to Small Business

Education Affiliations:

  •  MBA The Wharton School, University of Pennsylvania, Philadelphia, PA 
  •  B.Sc., Iowa State University, Ames, IA.

Career Experience:

Vantage Points LLC,  2015 to present   A Retirement Design Firm Specializing in Successful People within  3 years of a retirement transition, plus or minus - create happiness in retirement!

ELARA SYSTEMS, INC. • Sacramento, CA.   2001 – 2015  Executive Consultant to small business

Training and consulting work to small and medium-sized business entities, including design of self, time, and systems management.
Delivered adult training to sales and sales
staff in multimedia format with participation emphasis. Also delivered  team training and leadership development
 
NORTHWESTERN MUTUAL FINANCIAL NETWORK • Sacramento, CA.   1996 - 2015
 Chartered Financial Consultant and Financial Planner
  • Established financial/management/sales consulting firm
  • Design/implement/ financial plans for high net worth individuals and small businesses
  • Develop/conduct seminars and training programs and consult/coach small business

PRUDENTIAL PREFERRED •  Sacramento, CA.   1992-1996

 Managing Director and Systems Consultant to Northern California
  • Recruited by Prudential Preferred to consult, then turn around troubled offices
  • Pioneered accountability, training, and HR systems to facilitate “Best Practices” movement.
  • Diversity recruiting for financial planning positions
 
NORTHWESTERN MUTUAL FINANCIAL NETWORK • Honolulu, HI.   1972-1992
  • President and Managing Partner
  • Assistant Corporate Regional Director • Milwaukee, WI
  • Executive retention; Promotion training design; Supervision of 1600 people; Designed sales training

 Let's explore your retirement dreams together to create win-win. A few free moments to meet can answer the unknowns :

 

Schedule Your Complimentary Discovery Session with Coach Joe

Let's spend a complimentary 30 minutes together at no obligation to explore your retirement dreams and goals.