Retirement Time Analysis
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Creating a meaningful and sustainable lifestyle and purpose.
Only 17% of retirees report having a gradual transition, while 73% say their retirement was a fulltime stop.Source: Retirement Confidence Survey from the National Institutes of Health
Retirement Time Analysis (RTA)
Our exclusive 12-page self-assessment tool aims to uncover opportunities
that become the framework to build a custom approach, intended with
your unique needs in mind.
Participants answer 36 questions around their retirement status; lifespan, career mindset, general time management, retirement mindset, financial mindset, anticipated lifestyle, and planned activities. Based on their answers, the RTA full report highlights the “time phase” they will spend in retirement and an overall classification.
Free Summary RTA Assessment
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You show you are ready to live a fulfilling life in retirement. You have established a healthy mindset. Time management or allocating time to what is important has been thought out and planned. You have affirmed the lifestyle you want to live, and even planned major activities tied back to your intended routine.
You have been designing or planning for the resources needed in retirement but have not unpacked all the areas of how to spend your time. The RTA probably identified opportunity zones of focus to help you solidify your anticipated lifestyle, get you into a healthy mindset, and show the way to routines and activities that will bring you purpose.
This report will help identify additional areas of personal time retirement planning. The RTA should give ideas and actions to take whatever financial planning has been done and tie that back to being able to understand what you need to do to have a healthy retirement mindset and lifestyle
The RTA will afford you the opportunity to create a regimen and mindset strategy for retirement. You will be able to help yourself formulate action plans that will define a lifestyle with purpose. See this as an opportunity bring clarity to post career life.
The transition to retirement can trigger both a looking back at one’s life and a looking forward to its last chapter.Source: Psychological Effects of the Transition to Retirement
RETIREMENT TIME ANALYSIS (RTA) REPORT
The RTA also appraises the level of depth and comfort in six distinct priority categories.
- Current Career Mindset shows the level of importance you place on a job or career in your life at this point.
- Time Management is a quick look at how you prioritize your time today.
- Current Retirement Mindset addresses your outlook about a life in retirement around life relationships, leisure contentment, value, and aspirations.
- Financial Mindset is not to test your level of retirement economic readiness. This category examines your overall fiscal enthusiasm to retire.
- Anticipated Lifestyle explores your purpose and approach to retirement.
- Planned Activities dives into typical retirement activities and shows you how you personally plan to embrace them
COUPLES RETIREMENT TIME ANALYSIS (RTA) REPORT
If possible, post career lifestyle planning should not be done in isolation. Including your spouse or partner ensures you both are planning together and in alignment with you independent and combined goals.
The Couples Retirement Time Analysis (CRTA) tool helps the both of you compare your individual results alongside the other. Any gaps are noted and highlighted. By using the CRTA with your own RTA, the two of you can craft a retirement strategy that allows you each to pursue distinct and mutual approaches to maximize lives of purpose.