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)

I love to kick back and relax

I love to spend time with family and friends

I love exercising

I love my work

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

I want to visit a lot of places

I want to catch up with friends

I want to make health a priority

I want to continue finding new challenges

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

I want to start working on my "bucket list"

I want start making memories

I want to get in top shape

I want to make a difference in the world

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

I want to wake up to an empty agenda

I want to be more involved in the community

I want to increase my energy level

I want to feel challenged intellectually

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

There are places I want to go

I want to invest in relationships

I want to read and learn more

I am highly engaged in what I do professionally

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

I want to get away from work

I want to spend more time with my spouse/significant other

I want to seek balance and meaning

I want to continue doing what I do

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)