Are You Ready to Retire?

Are you burned out? Or ready to "check out"?  Knowing the difference is critical to creating a next chapter that works for you. ​

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Most executives plan the financial side of retirement well—and underestimate everything else. The Retirement Readiness Assessment helps leaders understand whether they’re truly ready to step away, what risks they may be overlooking, and what kind of next chapter will actually work for them.

 

This is not about whether you can retire. It’s about whether you’ll thrive once you do.

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What This Assessment Covers:

• Identity & Purpose – How much of your identity is tied to your role, title, and professional relevance

• Structure & Time – Readiness for the loss of daily routine, decision-making authority, and pace

• Relationships & Community – Work friendships vs. personal networks and where connection gaps exist

• Energy & Engagement – Burnout vs. boredom vs. readiness for reinvention

• Lifestyle Alignment – Reality-check between your expectations and how you’ll actually spend your time

• Transition Risk Factors – Common emotional, psychological, and lifestyle pitfalls that derail retirements

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What You Get:

• Comprehensive readiness assessment with personalized scoring

• One-on-one debrief to interpret results and surface blind spots

• Clear insights into whether you’re ready to retire, need a bridge, or should redesign work instead

• Practical recommendations for next steps—no pressure, no agenda

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Ideal For:

• Executives 1–5 years from retirement

• Leaders feeling burned out but unsure if retirement is the answer

• High-achievers worried about “what comes next” after work

• Financially ready clients who want lifestyle clarity

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