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The Refocus Transition Wheel Worksheet

client facing tool: are your clients prepared for the tranisition into retirement?

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

Financial advisors will use this client-facing tool, The Refocus Transition Wheel, to assess the individuals satisfaction level in 12 key areas to gauge their transition to a purposeful retirement life.

After rating, the client will connect the dots in each category to form a wheel. A larger, rounder wheel will indicate a better preparation for their second-half transition! On the other hand, a more lopsided wheel will showcase areas that need more focus and improvement.

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