Embrace the Next Chapter:

A Meaningful Retirement Self-Assessment.

Welcome and Thank you for participating in the "Embrace the Next Chapter: A Meaningful Retirement Self-Assessment. This self-assessment is designed to help you reflect on various aspects of your life as you approach retirement and help you identify areas where you might wish to focus on finding greater meaning, purpose, and joy.

OVERALL HEALTH (MENTAL & PHYSICAL)

Your health, both mental and physical, plays a foundational role in how you experience retirement. Feeling good physically can open the door to activities and social connections, while mental well-being helps you maintain a positive outlook and resilience.

1) In general, I feel physically healthy and able to do the things I enjoy. *

2) I pay attention to my mental well-being (e.g., managing stress, practicing self-care). *

3) I feel I have enough energy most days to engage in daily tasks or fun activities. *

4) I feel emotionally resilient, able to bounce back from challenges. *

SECTION 2: SENSE OF VALUE & PURPOSE

A strong sense of purpose can propel you forward, especially after leaving a structured work environment. Redefining what “value” looks like in retirement can include volunteer work, mentorship, personal projects, or new life goals.

5) I feel I have a clear sense of purpose or direction in this stage of my life. *

6) I engage in activities that make me feel like I’m contributing to something greater than myself. *

7) I feel a sense of pride or fulfillment from my current roles (e.g., grandparent, volunteer, mentor, project). *

8) It’s important for me to keep learning, growing, or challenging myself in retirement. *

SECTION 3: SOCIAL CONNECTIONS

Maintaining a network of friends, family, and community is crucial for both emotional and physical health. Staying connected often helps ward off feelings of loneliness and keeps life meaningful and engaging.

9) I regularly spend quality time (in-person or virtual) with friends and/or family. *

10) I feel I have people I can turn to for emotional support or companionship. *

11) I actively seek out new social opportunities (e.g., clubs, community events, classes, outings with friends) *

12) I feel satisfied with the level of social connection I have in my life. *

SECTION 4: HOBBIES & ACTIVITIES

Hobbies and leisure pursuits in retirement help you stay engaged and excited about each new day. Whether it’s learning something new or enjoying a lifelong passion, these activities contribute greatly to overall well-being.

13) I regularly make time for interests or hobbies (e.g., art, reading, exercise, gardening). *

14) I feel motivated to explore new hobbies or revisit old passions. *

15) I find my hobbies and activities rewarding and fulfilling. *

16) I’m open to trying group activities or classes to learn something new. *

SECTION 5: HAPPINESS & FULFILLMENT

Happiness and fulfillment are subjective and can fluctuate over time. Reflecting on your overall life satisfaction helps you see where you might need a shift or additional support.

17) Overall, I feel satisfied with my life in retirement. *

18) I experience joy or positive emotions on a regular basis. *

19) I feel a sense of achievement or accomplishment in my day-to-day life. *

20) When I look to the future, I feel optimistic about the years ahead. *

SECTION 6: FINANCIAL SECURITY

While not the sole determinant of happiness, financial security can significantly influence stress levels and your ability to pursue fulfilling activities. This section focuses on your sense of confidence around finances, not the specific details.

21) I feel confident that my financial resources will support my lifestyle throughout retirement. *

22) I have a budget or financial plan that I review and update regularly. *

23) I feel comfortable with my spending and saving habits. *

24) If unexpected expenses arise, I have a plan or resources to handle them. *

SECTION 7: SPIRITUAL WELL-BEING

For many, spirituality or a sense of connection to something larger than themselves can bring comfort, purpose, and community. “Spiritual well-being” can mean religion, nature, meditation, or any personal practice that provides meaning.

25) I feel connected to a larger purpose or spiritual framework in my life. *

26) I engage in activities that nurture my spiritual or reflective side (e.g., prayer, meditation, time in nature). *

27) My spiritual or reflective practices bring me peace, comfort, or a sense of belonging. *

28) I find that my spirituality (or equivalent personal belief system) positively influences my daily life. *

SECTION 8: CAREGIVING RESPONSIBILITIES

Many retirees find themselves caring for grandchildren, aging parents, or other loved ones. Balancing caregiving with personal needs can significantly impact overall wellness.

29) I currently have caregiving responsibilities that take a portion of my time (children, grandchildren, parents, spouse, etc.). *

30) I feel well-supported in my caregiving role (e.g., family support, resources, respite). *

31) I find my caregiving role fulfilling and in alignment with my sense of purpose. *

32) I’m able to balance my caregiving duties with my own personal needs and self-care. *

SECTION 9: REVIEW & SCORING

Now that you’ve evaluated each area of retirement life, let’s bring it all together. Summing your scores across all sections can provide a quick snapshot of your satisfaction and well-being. However, remember that your narrative responses and personal reflections are just as important, often more so in guiding you toward a fulfilling retirement.

Your Overall Score

Interpretation (Example only—feel free to adjust ranges)

32–64 points: You may be facing multiple challenges or transitions. Consider focusing on one or two key areas of improvement first—perhaps social connections or a clearer sense of purpose.
65–96 points: You have some areas of strength and other areas that could use more attention. Reflect on which aspects matter most to you and explore resources that can help.
97–128 points: You’re likely doing reasonably well in several areas. Identify the sections where you scored lower to see if small changes could enhance your fulfillment.
129–160 points: You appear to have a strong foundation across many dimensions of retirement. Keep up the great work, and don’t hesitate to support others in their journeys!

Q: Which section(s) did you score highest in, and how does this reflect your current well-being? *

Q: Which section(s) might you want to focus on improving, and what steps could you take? *

SECTION 10: NEXT STEPS & FOLLOW-UP

Your survey responses are an excellent starting point for a deeper exploration of what retirement can look like for you. Remember: a fulfilling retirement is a journey, and it may require trying new things, seeking resources, or reaching out for support.

As a thank you for taking the time to complete your self-assessment, I would like to offer you an hour of coaching to support you in your retirement, finding meaning and purpose. This will be an experience of my coaching and insight into my group program "The Purposeful Retirement Blueprint"

Would you like to schedule a complimentary one-hour coaching session to gain clarity on your retirement goals and ignite a deeper sense of purpose for this next life chapter?

Yes

Yes, but at another time. Please follow-up in a month

Are you interested in receiving details about our 4-week Purposeful Retirement Blueprint Group Program, where you’ll connect with supportive, like-minded women and create a more vibrant, meaningful retirement? *

Yes

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