A special welcome to AdvisorListen readers — thank you for the introduction.
Return to Advisor ListenFor Financial Advisors · AdvisorListen
Your clients are ready to retire. Are they ready for retirement?
They’ve nailed the money. But the five non-financial dimensions — purpose, health, activities, social life, and daily structure — are where retirement quietly succeeds or falls apart. PHASE Into Retirement™ measures all five and hands you an advisor report with talking points for your next review meeting.
- Deeper review conversations
- Stronger retention and referrals
- Real differentiation for near-retirement clients
Prefer to talk first? Book a 15-minute intro call →
Get the free Advisor Kit
See exactly what your clients and you would receive.
What you’ve built with PurposeNext and PHASE is a game-changer for the pre-retiree space. Our industry often focuses on the assets, but this tool helps us build a fence around our clients by addressing their retirement readiness before they even cross the finish line. It’s a brilliant value-add that keeps couples firmly connected to our firm.
Why advisors use it
A tool that works for your clients and your practice
PHASE™ isn’t just a client resource — it’s a conversation engine. Advisors who use it report deeper review meetings, stronger relationships, and clients who feel cared for in ways that are genuinely hard to replicate.
Deeper client conversations
Every advisor report includes dimension-by-dimension coaching cues and conversation starters you can use in your next review.
Stronger retention
Clients who feel genuinely understood stay longer, refer more, and trust you with more. PHASE™ creates that connection.
Real differentiation
Give near-retirement clients something most competitors don’t: a structured, research-backed view of their whole readiness.
Two reports, one assessment
Clients get their personal report. You get an advisor-specific report with talking points built around their results.
What is PHASE™?
The retirement conversation most advisors aren’t having — but clients quietly need
The Harvard Study of Adult Development — 80 years of research — tells us that relationships, daily structure, and a sense of purpose predict life satisfaction far more reliably than portfolio size. Financial security makes retirement possible. These five things make it fulfilling.
PHASE Into Retirement™ is a research-backed, 50-question online assessment that measures a client’s readiness across five non-financial dimensions. They get a personalized score, a detailed report, and written guidance from Grace, their personal retirement counselor. You get a separate advisor report with coaching cues, conversation openers, and dimension-specific watch-for flags — ready for your next review meeting.
Purpose
Meaning and identity beyond the career. What anchors them when work ends?
Health
Physical and emotional well-being — the foundation that makes everything else possible.
Activities
How time gets filled with intention, not just with whatever fills the hours.
Everyday Life
The daily rhythms and routines that replace the structure work provided automatically — and that most clients have never thought to plan for.
How it works for your practice
Simple to offer. Minimal lift. No per-client fees.
Subscribe
Founding Member pricing is $150/month for unlimited assessments — no per-client fees. Limited to the first 20 firms.
Invite your clients
Send the assessment from your advisor dashboard in a couple of clicks. Clients complete it online in less than 15 minutes, from any device.
Deepen the conversation
You receive each client’s results plus Grace AI™ talking points — ready for your next review meeting. Minimal lift, no minimums, PHASE™-branded throughout.
Founding Member
$150/month
Unlimited assessments · first 20 firms only
Full pricing and terms are included in your Advisor Kit.
The research
Built on decades of longitudinal study — not self-help instinct
Every PHASE™ dimension is grounded in peer-reviewed research from gerontology, psychology, and behavioral science. The findings below are drawn from those studies by Gerald Bierling — PHASE™ co-founder, Head of Research, and a statistical research consultant with nearly 30 years teaching research methods at McMaster University.
41%
of retirees who see friends monthly report being very happy, vs. 29% who see friends yearly
60%
of volunteering retirees report being very satisfied, vs. 41% of non-volunteers
What’s in the Advisor Kit
See it before you decide — no meeting required
Enter your details above and we’ll email you everything you need to evaluate PHASE™ for your clients. It arrives in about two minutes.
A sample client report — the personalized PHASE™ report your clients receive, with their score across all five dimensions and written guidance.
A sample advisor report — the coaching cues, conversation openers, and dimension-specific watch-for flags built for you.
A practice overview & pricing — exactly how PHASE™ works in a practice, what it costs, and how to get started. No sales call required.
After 40+ years of on the go, I came to a dead stop, retiring on June 1st, 2024. The PHASE Into Retirement™ assessment reinforced some of my strengths and identified areas where I could improve my day-to-day to achieve a more satisfying and productive retirement. I wish I had taken it before retiring.
I retired from a 45-year career as a Certified Financial Planner and firm owner — and I wish I’d had PHASE to offer my own clients before I retired. It would have opened a new level of engagement I couldn’t otherwise provide.
Book a 15-minute intro call
Prefer to talk it through?
A short conversation to see whether PHASE™ fits your practice — how the assessment works, what the advisor report gives you, and how other advisors use it in review meetings. Pick a time that works for you.
Ready to bring PHASE™ to your clients?
Start with the free Advisor Kit — the sample reports and pricing, in your inbox in two minutes. Or book a short call and we’ll walk you through it.
This assessment is for educational and reflective purposes only and does not constitute financial, legal, or medical advice.