See How Ready You Are for the Life Beyond Your Career
The Retirement Time Analysis (RTA) helps you explore how your mindset, time, purpose, lifestyle and planned activities align with the retirement you are preparing to live.
No Obligation
Instant Access
100% Confidential
WHO IS IT FOR
Individuals
Explore how your time, purpose, mindset and lifestyle may change beyond your career, and where you may want to prepare now.
Couples
Discover where your retirement expectations align, where they differ, and what you may want to discuss before your next chapter begins.
Financial Advisors
Help clients look beyond the financial plan and explore the time, purpose, lifestyle and personal transitions that can shape retirement.
CHOOSE HOW DEEPLY YOU WANT TO EXPLORE
FREE
Free Summary Report
Get an initial look at your retirement lifestyle readiness and where you may want to focus your attention.
10-minute online assessment
Retirement readiness classification
Downloadable report
Key strengths and opportunities
Best for: Getting a starting point for life beyond your career.
INDIVIDUAL
Individual Full Report
Take a deeper look at how your mindset, time, purpose, lifestyle and activities may shape your retirement.
Complete personalized RTA analysis
Insights across six retirement categories
Personalized strengths and opportunities
Retirement lifestyle action priorities
Best for: Building greater clarity around the retirement you want to live.
Couples
Couples RTA Package
See where your retirement expectations align, where they differ and what deserves a conversation together.
Two complete Individual RTA Reports
Personalized Couples RTA Report
Six category side by side comparison
Retirement alignment insights
Best for: Couples who want to design retirement individually and together.
BRING THE RTA TO OTHERS
FINANCIAL ADVISORS
RTA for Financial Advisors
Help clients explore the lifestyle side of retirement alongside the financial planning conversation.
Client retirement lifestyle insights
Individual and Couples RTA options
Advisor discussion opportunities
Flexible options for your practice
Best for: Advisors who want to expand retirement conversations beyond finances.
EMPLOYERS
Retirement Transition Program
Give employees approaching retirement another way to prepare for what changes when their career ends.
RTA access for participating employees
Personalized individual reports
Retirement lifestyle readiness insights
Flexible group participation options
Best for: Building greater clarity around the retirement you want to live.
GROUPS
Retirement Group Program
Bring the retirement lifestyle conversation to associations, communities and other groups preparing for post career.
Individual RTA participation
Personalized participant reports
Group retirement insights
Flexible options for events and programs
Best for: Groups looking to create a more meaningful retirement conversation.
HOW IT WORKS
Take the Assessment
Complete the RTA questionnaire in about 10 minutes and reflect on how you are preparing for life beyond your career.
Discover Your Insights
Receive your personalized report and see how your mindset, time, purpose, lifestyle and activities shape your retirement readiness.
Plan What’s Next
Use your results to identify what deserves more attention as you prepare for or continue your retirement life.
FAQs
What is the Retirement Time Analysis (RTA) and why should I take it?
The RTA is a short assessment that explores how prepared you are for the lifestyle side of retirement. It looks at your mindset, time, activities, financial attitudes and expectations for life beyond your career.
How is the Full Report different from the Free Summary?
The Free Summary provides an introduction to your retirement lifestyle readiness, including key strengths and opportunities. The Full Report goes deeper across all six RTA categories with personalized insights and areas to consider as you prepare for what comes next.
Is the RTA a financial retirement assessment?
No. The RTA does not determine whether you have enough money to retire or replace the work of a financial professional. It explores how you are preparing to use your time and experience your life once your career is no longer providing the same structure.
How does the Couples RTA work?
Each person completes the RTA individually and receives their own results. The Couples Report then compares your responses across six categories, helping you see where your expectations align and where a conversation may be useful.
Do my partner and I need to agree about retirement?
No. The goal is not to produce identical retirement plans. The Couples RTA helps you recognize where your expectations are similar, where they differ and where greater understanding may help you prepare both individually and together.
How can financial advisors use the RTA with clients?
The RTA can help expand retirement conversations beyond assets, income and financial projections. It gives advisors another way to explore how clients are thinking about time, purpose, activities, lifestyle and the transition away from their careers.
Can employers or HR teams offer the RTA to employees?
Yes. Organizations can make the RTA available to employees approaching retirement as part of retirement education or transition support. Participants receive personalized reports that help them consider the lifestyle changes that can accompany leaving a career.
How private and confidential are RTA results for everyone?
Individual responses and personalized reports are confidential. For Couples, Advisor, Employer, and Group programs, individual results are not shared without permission. Any combined insights are presented at an aggregate level so personal responses remain private.
Not sure which program fits best?
Schedule a short conversation and we’ll identify the right starting point based on our goals, time size , and known challenges.
No pressure, just clarity.
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