Free Retirement Readiness Self-Assessment for Your Fulfilling Next Chapter

Retirement is more than leaving work—it’s the start of your next chapter. Take this free Retirement Readiness Self-Assessment to gain clarity, peace of mind, and see how our Retirement Coaching Program can help you turn insight into action.

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Who Will Benefit Most from the Retirement Readiness Self-Assessment

The retirement readiness self assessment is designed to add value for a broad audience, from individuals to organizations. By identifying gaps beyond financial planning, it provides a clearer picture of what a successful retirement truly looks like. This tool is especially relevant for:

  • Individuals approaching retirement seeking clarity beyond finances.

  • Recent retirees exploring new rhythms, roles, and opportunities for purpose.

  • Mid-career professionals planning early for a smoother and more confident transition.

  • Employers & HR leaders looking to provide meaningful retirement transition support that reflects a culture of care and enhances knowledge transfer.

According to a 2023 survey by the Employee Benefit Research Institute, only 23% of retirees reported feeling “very confident” about their transition beyond finances, highlighting the importance of holistic preparation.

Key Benefits of Taking the Retirement Readiness Assessment for Individuals and Organizations

Preparing for retirement is both a personal and organizational responsibility. For individuals, the Retirement Readiness Assessment provides clarity, direction, and peace of mind about life after work. For organizations, it offers a meaningful way to support employees in transition—building goodwill, reducing stress, and fostering a healthier workplace culture.

  • For Individuals

  • Gain clarity on values, purpose, and priorities beyond finances

  • Identify strengths and areas that need more attention before retirement

  • Reduce anxiety and increase confidence about life after work

  • Create a personalized roadmap for connection, health, and meaningful growth

  • Access supportive coaching to turn insights into actionable steps

  • For Organizations

  • Provide employees with a holistic retirement planning tool, and complement it with our Group Retirement Coaching Program

  • Demonstrate care for staff well-being during a major life transition

  • Build a stronger organizational culture and loyalty through meaningful support

  • Reduce disengagement and stress for late-career employees

  • Position the company as forward-thinking and employee-centered

How the Retirement Transition Self-Assessment Works A Step-by-Step Overview

Understanding how the process works builds trust and ensures participants know what to expect. The assessment is designed to be simple yet powerful, offering actionable results in just minutes:

  • Answer structured questions across the primary dimensions of retirement readiness.

  • Receive an instant overview highlighting your strengths and opportunities for growth.

  • Access your full answer report by email, including the recommended next steps and reflection prompts.

  • You’ve taken the first step to joining our next Finding Fulfillment in Retirement Group Coaching Program.

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The Eight Dimensions of Retirement Readiness Measured by the Self-Assessment Explained

True retirement readiness goes far beyond financial planning. This self-assessment measures eight essential dimensions that together define a purposeful and sustainable retirement. By evaluating these areas, you’ll identify what is strong, where more focus is needed, and how to design a next chapter that aligns with your values and lifestyle:

  • Purpose & Identity – Defining values and direction for your next chapter.

  • Relationships & Community – Building and maintaining strong personal and social connections.

  • Health & Energy – Prioritizing sustainable habits for physical and emotional well-being.

  • Learning & Growth – Remaining curious, engaged, and mentally active.

  • Contribution & Legacy – Identifying opportunities to serve, mentor, or volunteer.

  • Lifestyle & Rhythm – Creating daily and weekly routines that foster energy and fulfillment.

  • Financial Confidence (light touch) – Comfort with your existing financial strategy.*

  • Emotional Resilience – Developing tools to manage change and uncertainty.

This assessment does not provide financial advice. It focuses on aligning life design with your financial foundation.

Studies indicate that retirees who maintain at least three regular social connections are 40% less likely to experience depression in retirement (National Institute on Aging).

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What to Expect After Completing the Retirement Transition Self-Assessment and Receiving Your Report

Participants often wonder what happens next after completing an online assessment. With this tool, the process is clear and seamless, ensuring that your insights translate into practical action:

  • Snapshot Results: An immediate overview of your retirement readiness.

  • Answer Report: Delivered by email, including each of your answers to the questions and the snapshot guidance.

  • Next Step Options: Connect directly to our Retirement Coaching services for tailored, professional guidance.

 A 2022 Gallup poll revealed that retirees who engaged in structured post-retirement planning were 31% more likely to report feeling “thriving” compared to those who did not.

Start Your Retirement Readiness Assessment

This assessment helps you prepare holistically—equipping you not only with insight, but with a tailored coaching conversation to move from awareness to action.