The Print Companion
The PHASE Into Retirement™ Field Guide
A book you can hold, mark up, and return to — your practical guide to the five dimensions of a fulfilling retirement.
$29.99 · Print edition · 82 pages
Ships from Amazon. Print only (no Kindle edition).
Prefer the digital version? Take the PHASE™ assessment →
What the Field Guide Is
Most retirement planning focuses on money. The PHASE Into Retirement™ Field Guide focuses on life. It’s the printed companion to the PHASE™ framework — a calm, practical walk through the five non-financial dimensions that shape whether retirement becomes a season of flourishing:
- Purpose — meaning and identity beyond work
- Health — physical, mental, and emotional well-being
- Activities — the hobbies, learning, and pursuits that fill your days
- Social Life — the friendships and connection that keep life warm
- Everyday Life — the routines and rhythm that hold it all together
Written by the creators of the PHASE™ framework, the guide meets you where you are — whether you’re three years from retirement or three years into it. No jargon. No lectures. Just clear ideas, real-world examples, and reflection exercises you can actually use.
Who It’s For
This guide is for anyone approaching retirement, recently retired, or simply wondering, “Am I ready for what comes next?” It’s especially for the kind of person who likes to slow down with a book — to underline a sentence, jot a note in the margin, and think it through at their own pace. It’s also for couples. Many readers work through it together, comparing notes and imagining the next chapter side by side.
The Perfect Gift for Someone Approaching Retirement
Retirement is one of life’s biggest transitions, and most people prepare for the money long before they prepare for the life. The Field Guide is a thoughtful, lasting gift for a parent, friend, colleague, or client stepping into this new chapter. It’s the kind of present that says I want this next part of your life to be wonderful— far more personal than a card, and more useful than another gadget. Retiring colleagues, milestone birthdays, anniversaries, or a friend who just handed in their notice: this is a gift they’ll keep on the nightstand and return to for years.
Buy on Amazon — $29.99What’s Inside — and Why Print
Across 82 pages, the Field Guide gives you:
- A clear, friendly explanation of all five PHASE™ dimensions and how they work together
- Real-world examples drawn from people navigating the same transition
- Reflection exercises and prompts designed to be written in, not just read
- A roadmap for turning insight into small, steady, intentional steps forward
Why hold the print edition? Because some things are easier to think through on paper. The print Field Guide is the copy you write in, dog-ear, and hand to your spouse across the kitchen table. There’s no battery, no screen, and no distractions — just you, a pen, and the questions that matter most. It’s made to be kept, not closed and forgotten.
Digital Guide vs. Print Edition — Honest Answer
We want to be straight with you, because we’d rather you feel well-served than upsold. The Field Guide comes in two formats of one guide:
- Digital edition (included). Your PHASE™ assessment includes the full 82-page Field Guide as a digital flipbook — yours to read the moment you finish. Take the PHASE™ assessment →
- Print edition. The same trusted content, in a physical book you can write in, work through with a spouse, keep on the nightstand, and gift to someone you care about.
In short: the words are the same. The print edition is for people who want to hold it, mark it up, and give it away.
Built on 80+ years of research — including the Harvard Study of Adult Development, the Canadian Longitudinal Study on Aging, and Boston College’s Center for Retirement Research. Written by the team behind the PHASE™ framework.
Bring the Guide Home
Money makes retirement possible. Purpose, health, connection, and structure make it fulfilling. The Field Guide helps you design for both.
Built on 80+ years of research — including the Harvard Study of Adult Development, the Canadian Longitudinal Study on Aging, and Boston College’s Center for Retirement Research. Written by the team behind the PHASE™ framework.