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Press Release

BABY-BOOMER RETIREES FEELING UNFULFILLED, FINDING A GOOD FINANCIAL PLAN TAKES YOU ONLY SO FAR

My Next Phase's Personality-Tailored Process Addresses What's Missing: The Emotional Side of Retirement Planning

Memphis, TN, January 19 IRA? Check. 401(K)? Fully-vested. Home equity? Rock-solid. Psychological preparation? Not on my list.

First–wave baby boomer retirees –– part of a 78–million–strong generation –– are finding the grass to be not necessarily greener, surprised to discover that instead of a burden, work was the very thing that gave their lives structure, purpose and fulfillment. While many boomers spend years planning financially for retirement, they cannot foresee feeling rudderless, under stress and confused about how to spend the next quarter of their lives – even as they pursue the very things they thought would bring pleasure.

Enter My Next Phase, founded by Baby Boomer psychologists entering their next phase who discovered there were virtually no resources addressing the emotional side of retirement planning – for many, the most significant transition of their lives. My Next Phase starts with an online-administered personality assessment which determines the ideal planning style for each individual, and uses it as the foundation for an interactive journey tailored to their emotional lives, work, friendship and family experiences and hopes for the future. The goal: helping near-retirees decide how to replace the things that gave fulfillment through career with activities and lifestyles that may prove yet more satisfying. The key: not waiting for a career to end to start planning.

“My Next Phase helps you examine your life as you may never have before, to produce a portrait of who you are, how you balance your life, how to realistically explore your options, and how to redefine your role,” says Michael J. Burnham, CEO, My Next Phase. “Some of what you learn about yourself will confirm what you already know. Some may prove so revealing that it will profoundly change the way you approach retirement.”

My Next Phase works through a proprietary, patent-pending, interactive web-based process (with available one-on-one resources), based on years of research and clinical experience. It goes beyond “one-size-fits-all” advice from the self-help aisle. It offers a structured process that takes time and energy. Whether the outcome is a second career, sailing the South Sea Islands, or somewhere in between, My Next Phase helps retirees recognize how and why things give them pleasure, how they deal with stress and adversity, how they rely on friends, family and colleagues for support and counsel, and how all of these factors (and others) form the framework for non-financial retirement planning.

My Next Phase is rooted in a four–step process:

Starting at www.mynextphase.com, Step One, Understanding Yourself, is a series of questions and exercises that result in a report offering insights into your personality, how it influences your behavior, and how you handle change. This is where you identify personal strengths and vulnerabilities for the transition ahead.
Step Two, Balancing Your Life, examines the changes you will face in transition to retirement, helping you recognize how disruptive retirement may be, and identifying the areas that have traditionally brought you fulfillment.
Step Three, Exploring Your Options, presents resources for creating and refining a meaningful list of future pursuits, based on reflections on your past interests and dreams for the coming years.
Step Four, Redefining Your Role, is a package including personalized journals, planning workbooks and interactive reality checks, to help you drill down to the activities and lifestyle that best fits your personality, and that will give you fulfillment in retirement.

There are three levels of membership. Level One, On My Own ($79.95; introductory price, $39.95), is a self-directed, interactive and highly personal exploration that many find rewarding and sufficient for planning their next phase. Level Two, Assisted ($169; introductory price, $109), adds in-depth teleclasses, offering deeper guidance and a group setting of shared experiences. Level Three, Coached ($495; introductory price, $395), pairs you with a My Next Phase-certified coach, available to help you explore your retirement needs yet more fully. Some people strongly feel they work best with one-on-one guidance, which Coached delivers.

My Next Phase is available to individuals, and is also offered to corporations as part of retirement benefits. For more information, visit My Next Phase at www.mynextphase.com.

About My Next Phase
My Next Phase offers groundbreaking interactive tools that help people retire their way. It assists people in working through the important aspects of non-financial retirement planning. Using a patent-pending personality-tailored process, My Next Phase guides members through the retirement transition helping them achieve a meaningful next phase in life. For more information, pricing, or to plan for your retirement, visit www.mynextphase.com.

CONTACT: Rob Bratskeir
rbremote@yahoo.com
(646) 498-0049

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My Next Phase helps people achieve a meaningful retirement transition with non-financial retirement planning and coaching services.

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Press Release

BABY-BOOMER RETIREES FEELING UNFULFILLED, FINDING A GOOD FINANCIAL PLAN TAKES YOU ONLY SO FAR

My Next Phase helps you to retire your way. Using a patent-pending personality-tailored process, we coach members through the key facets of non-financial retirement planning. Ultimately, we help people transition to a meaningful next phase in life.