Clients in their mid-40's are ready for the next chapter in their life, and they want to move to a smaller town, closer to the recreational activities they enjoy. Key issues:
- What issues are involved in this decision?
- What's the reason for this change?
- What about healthcare and insurance coverage?
- How soon can I make this change?
This is the first of several discussions we will have to embark on this major change in their life.