You’ll be scored against the following five foundations:
Rate the 5 statements in each section (25 in total) on a scale of 1-10 to see how ready or prepared you FEEL RIGHT NOW about retirement.
This is not a test - it’s an opportunity to pause, reflect, and focus on what matters most as you design your next chapter.
Securing Your Future: Financial Confidence
Assess your readiness to manage income, expenses, and financial resilience with clarity and confidence.
Thriving in Retirement: Health & Resilience
Assess how well you support your physical, emotional, and mental wellbeing for a vibrant retirement lifestyle.
Connecting Meaningfully: Relationships & Social Support
Assess your readiness to nurture relationships, adapt to changing roles, and strengthen your social connections.
Living Fully: Joy, Curiosity & Creativity
Assess your readiness to spend your time on passions, hobbies, and lifelong learning that bring you energy and fulfillment.
Living with Purpose: Next Chapter Design
Assess your readiness to define your identity, align with your values, and design a meaningful next chapter.
By completing this assessment, you will:
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Gain a broader perspective on what retirement really involves
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Identify areas where you feel strong and where you may want more support
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Clarify your goals and personal vision for the years ahead
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Lay the foundation for a focused and valuable coaching conversation
By completing this assessment, you will:
-
Gain a broader perspective on what retirement really involves
-
Identify areas where you feel strong and where you may want more support
-
Clarify your goals and personal vision for the years ahead
-
Lay the foundation for a focused and valuable coaching conversation