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The Reality of Retiring Well Worksheet

client facing tool: get clients thinking about those retired before them

Free Retirement Planning Resources for Financial Advisors Lifestyle and Purpose in Retirement

Financial advisors will use this client-facing tool, The Reality of Retiring Well, to give your client a clearer observation on those who have retired before them, including the attributes of those who DO retire well and those who DON’T.

This is a great way for you to get the conversation going about the non-financial aspects of your clients’ retirement journey!

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The Refocus Transition Wheel

~ A Client-Facing Tool ~

Guide your clients to a more purpose-filled retirement with this client-facing tool. A great conversation starter about the second half of life and areas that need extra focus. 

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