Membership

The only way to assure a fulfilling life after retirement is to plan for it. And the best way to plan for it depends entirely on your own, unique personality.

One size does not fit all. Though bookstores are full of published methods for navigating transitions in life, no single method works for everyone.

Years of research and personal counseling have taught us how to measure and identify the key personality factors that determine the ideal planning style for any given individual. Now available as an interactive journey, My Next Phase will give you personally-tailored guidance and clarity as you face the most important transition of your life.

The best time to get started is now.

Membership Options

On My Own
Introductory Offer: $119.00 (regularly $139.00)

The My Next Phase process is designed to be an interactive, personal exploration. Many people find the self-directed process (with the occasional Ask an Expert email) to be rewarding and sufficient for gaining valuable insights in planning their next phase.

Sign up as On My Own Member
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Assisted
Introductory Offer: $249.00 (regularly $299.00)

This My Next Phase option includes an in-depth class, consisting of five individual sessions, designed to assist you through the My Next Phase process. Classes are conducted via phone (long distance charges may apply). You can certainly get through the process without the TeleClass, but some people just like getting a little help.

Sign up as an Assisted Member
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Coached
Introductory Offer: $895 (regularly $1095)

Nothing can assure a personalized outcome better than personal, expert coaching. Your coach is a real person, assigned help make sure that your planning process addresses your particular needs. All coaches are fully qualified in the My Next Phase process and in assisting people with transitions. Your membeship includes five half-hour one-on-one sessions with a retirement expert

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Free Trial

Sample a portion of the My Next Phase process for free. You’ll see how it works and you’ll even receive some valuable insights.

Sign up as a Trial Member