For those already retired

You made the transition. Now make the most of what comes next.

Retirement isn’t one day. It’s a stage that can run 20 or 30 years, and life keeps changing inside it. Friends move. Projects finish. Health sets new terms. PHASE shows where your days are already rich — and where a little attention would enrich your retirement the most.

This isn’t a test of whether you’re “doing retirement right.” It’s a fresh look at what is working now — and where a little attention could make a good retirement even better.

Take a Fresh Look at My Retirement See a sample report →

$79.99 · one time · 12 months to retake and track

Why it’s worth a fresh look

Four Parts of Retirement Worth Refreshing

None of these mean something went wrong. They’re what happens over a long retirement. The PHASE™ assessment shows you which one to tend first.

Keep your circle growing

Friends relocate, slow down, or pass away. Children and grandchildren get busy. A social life that felt full at 66 can need renewing at 74.

Try this: Add one new standing connection each year — a class, a club, a weekly coffee.

Refresh the rhythm

The structure that steadied you after work can settle into sameness over time. Same days, same places, same people — comfortable, but a little smaller each year.

Try this: Keep the anchors in your week, but rotate what fills them.

Find the next source of purpose

The remodel is done. The grandkids are in school. The board term ended. The projects that carried the first years of retirement eventually wrap up.

Try this: Name the next thing you’re for — and tell someone about it.

Adapt the activity, keep the engagement

The golf, the hiking, or the long trips that fit at 65 may not fit at 78. When an activity changes, the friendships and rhythm around it are worth keeping.

Try this: Change the activity, keep the engagement — and the people.

See It Before You Buy It

Not sure what a PHASE™ report actually looks like? View a complete real sample — free, no signup required.

View Sample Report →

After 40+ years of on the go, I came to a dead stop, retiring on June 1st, 2024. I have periodically struggled with retirement, trying to adjust to my ‘new normal.’ 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.

G. Shedd

Retiree, Mobile, AL

What you’ll learn

Where your retirement is strongest right now
Which of the five dimensions deserves attention first
The Field Guide chapters and exercises that fit your results

See My PHASE Score

See What Your Retirement Needs Next

Planning ahead? Get ready. Already retired? Keep enriching.

Fifty questions. About fifteen minutes. A personalized PHASE report, the full Field Guide, and 12 months to retake as your life changes — $79.99, one time.

See My PHASE Score Already taken it? View your results

The Science

Backed by Decades of Research

Three findings from the research behind PHASE™ — on relationships, purpose, and what money can and can’t do for well-being. This isn’t self-help. It’s applied research.

The PHASE™ framework translates these findings into a practical assessment you can take in minutes.

Explore the research behind PHASE →