"I wasn't aware of the impact retirement would have on my life. The My Next Phase process helped me figure out what will make my retirement years more fulfilling."
- John C.
Denver, CO
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How My Next Phase Works
My Next Phase will reveal meaningful personal insights by first measuring the seven personality traits which influence how you handle decisions and transitions. Further, the process will actually adjust to your personality, so you can better plan a retirement that meets your individual needs.
Here are the four basic steps:
Understanding Yourself
The My Next Phase personality survey will give you clarity about your own personality – and how you handle change. This is where you identify your personal strengths and vulnerabilities for the transition ahead, laying the foundation for a successful retirement.
Balancing Your Life
Here you will learn just how disruptive your retirement transition will be, so you can be fully prepared. Further, you’ll gain insights about the aspects of life that bring you the greatest fulfillment. All this will reveal crucial considerations for your next phase plan.
Exploring Your Options
Take time at this stage to reflect on your past interests and your dreams for the future. Then brainstorm possible options and select those that best meet your personal needs as the essential elements of your non-financial retirement plan.
Redefining Your Role
This step includes your next phase toolbox – a variety of proven planning resources that you will use to put together a detailed action plan, identifying specific goals for your ideal next phase.