What Does A Happy Rest-of-Life Mean To You?

Vision + Transition

Do you plan to fully transition out of your career?

Yes No

If so, when is your ideal exit date?

What will you miss most about leaving the “working world”?

What do you think your biggest challenge(s) will be when transitioning?

Work, Purpose + Time

Do you intend to keep working in some form if you leave your current career?

Yes No

What could that look like?

Why do you want to continue working?

How will you spend your time after leaving the world of work?

Describe your average day.

What new roles do you plan to take on? Examples: student, grandparent, mentor, business owner, volunteer, avid golfer.

What activities would you like to engage in?

Place, Longevity + Spending

The world is your oyster. Where would you like to live and why?

How long do you expect to live?

What current expenditures do you foresee continuing to pay for?

What new expenditures do you foresee that you will need to pay for?

Income, Goals + Influences

What sources of income do you envision living off of?

What are your financial goals? Examples: buying a home, leaving a legacy, paying for college.

What assumptions about aging and retirement from your parents, spouse, family, colleagues, or friends have influenced you?

How might your expectations for a “happily ever after” be influenced by cultural narratives or fairy tale ideals? Examples: effortless wealth, sudden windfalls, or a perfect retirement.

Preparedness + Surprises

Any other wishes, thoughts, ideas about your future you want to put in writing?

Have any of your answers surprised you? Which ones and why?

These complimentary, no-obligation sessions are purely educational. No specific insurance or investment products will be discussed.