RETIREMENT LIFE PLAN STARTER (takes about 5 minutes)

Five minutes today could change your next 20 years.

Most people have a financial plan for retirement, but very few have a Life Plan.

That's why we created our retirement life design program, Jumpstarter, a step-by-step experience that guides you from reflection... to exploration... to action and a personalized life plan for what comes next.

The Retirement Life Plan Starter is a short, interactive way to experience firsthand our signature life design program.

You won't leave with a finished Life Plan.

You'll leave with a first step, a fresh perspective, and the momentum to keep going.

Your First Thought

What do you picture yourself doing in retirement?

Tap or type 3-5 things that come to mind.

Quick options — tap to add

Add

0 / 5

Your list will build here

The Yes, And List

Those first ideas? Keep them. They're part of your retirement. But ask yourself: Is that the whole picture?

Think about it: Retirement could last 20, 30, even 40 years. That's a lot of life still to live.

That's where Yes, And comes in.

Keep everything you're excited about. And then make the picture bigger.

Say Yes, and… what else could make this chapter interesting?

Brainstorm 5-10 more ideas.

Think beyond the list you already have. Follow your curiosity. The realistic ideas. The slightly crazy ones. The "I've always wanted to…" ones.

No editing, no logistics, just possibilities.

Need inspiration? Here are a few ideas to get you started.shuffle

Add

0 / 10 ideas

Your list will build here

The One Big Idea

You've got your idea — now what?

The purpose of the Yes, And exercise wasn't to create a to-do list. It was to uncover possibilities.

Pick one idea that excites you.

The one idea that you're most curious about and sparks your imagination.

The one you'd regret never exploring.

Don't overthink it. You're not making a lifelong commitment. You're simply choosing where to begin.

From your list above, tap one to add it.

Nothing on your list yet? No problem. Just write your idea directly below.

Your one big idea

The Small Next Step

Ideas are inspiring. Action is what brings them to life.

Retirement isn't designed all at once. It's built one small step at a time.

The goal isn't to commit. The goal is to discover. Every small step tells you something: "I want to do more of this," or "That's not for me." Both are valuable insights.

Commit to One Small Step.

What is one small action you could take to explore your One Big Idea?

Need inspiration? Tap one to start.

Saved

RETIREMENT LIFE PLAN STARTER

YOUR FIRST PAGE

You don't have to have it all figured out today.

You just need to take the first step. Every meaningful retirement begins with a simple decision: to start designing it. Here is what you have written so far.

What you pictured

Not answered yet

The one big idea

Not chosen yet

The small next step

Not answered yet

Remember this: retirement is not just something you prepare for. It is something you design.

Ready for the next step?

This is just the beginning.

For a step-by-step process that turns these ideas into a personalized Retirement Life Plan, explore our Jumpstarter program — built on our Future in Four™ Framework to move you beyond brainstorming and into a retirement filled with purpose, passion, and fun.

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Start over

✓

YOUR FIRST PAGE IS SAVED

That is your first step, and it counts.

You just did something most people never get around to: you put your next chapter into words. Here is what you wrote. Keep it somewhere you will see it again.

What you pictured

Not answered

Your Yes, And list

Not answered

The one big idea

Not chosen

The small next step

Not answered

Ready to turn this into a real plan?

Jumpstarter takes you through the full Future in Four Framework, from these first ideas to a personalized Retirement Life Plan.

Explore Jumpstarter Start over

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