Retirement Vision Assessment

An Exercise to Help Clarify What a Successful Retirement Will Look Like for You

Instructions: Within each group, choose the phrase that best describes you, with 4 being the most accurate and 1 being the least.

1. What do you most enjoy doing? (4 = top choice; 1 = lowest choice)

2. How do you want to spend your time? (4 = highest priority; 1 = lowest priority)

3. What are your goals for the next phase of life? (4 = most excited about; 1 = least excited about)

4. What best describes your perspective on the next phase of life? (4 = closest to your perspective; 1 = least similar to your perspective)

5. What activities do you want to engage in? (4 = top ranking; 1 = lowest ranking)

6. What ambitions do you have? (4 = highest priority; 1 = lowest priority)

7. Below is a list of attributes of those who have NOT retired well.

Choose the ones that concern you and that you would like to avoid when you retire. (Select up to 5 answers)

8. Below is a list of attributes of those who HAVE retired well.

Choose the ones that you most desire and would like to replicate for yourself. (Select up to 5 answers)