Designed to help advisors coach clients on successfully transitioning from work to retirement, the tool helps clients confront their own preconceived notions of what retirement is (or isn’t), and develop a roadmap for their own retirement journey.

Clients are asked to list the goals they hope to accomplish as well as additional goals they believe will ensure that their retirement has purpose and interest. Using their answers as a guide, advisors will be able to help clients determine if they have properly prepared themselves for retirement.

While retirees find freedom from the old job and the old routines, they often neglect to sufficiently contemplate what that freedom could lead them toward. As a result, many end up with a retirement full of aimlessness, boredom, and discontentment. Retire on Purpose helps advisors help their clients avoid this fate.




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