RETIREMENT ASSESSMENT

What do you want to do when you retire? How do you want to live?

When you identify what you want your retirement to look like, and plan before it happens, you can experience the life you want.

This assessment will help you get clear about what you want. Whether you are retiring now, in six months or in 10 years this assessment will A) help you get clear about how you can enjoy your retirement B) act as a guide.

What do you want? 1) Work but at an easier pace 2) part time work. 3) Stop working.

Fill in the following to start planning your retirement.

Name:
Email:
Phone:
   
1. List 5 things you have done in your work life that you enjoyed.
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2.
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4.
5.

2. List 5 skills or accomplishments that you enjoy using and would like to continue to use during your retirement..

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2.

3.

4.

5.
3. Describe the type of place you would like to live. (house, apartment, what does it look like, where is it located)
 
4. What leisure activities do you want to get involved with when you are retired?
 
5. How much money do you think you will need to live where you want and enjoy your life.
 

 
 

Submit this assessment if you would like to work with Coach Nancy to design a retirement that is enjoyable and fulfilling. Or call Coach Nancy at: 301-765-1199


 

This material may not be used or reproduced without the permission. From Nancy Abramson
email nancy@yourcoachnancy.com with any questions