RETIREMENT TIME ANALYSIS
Creating a meaningful and sustainable lifestyle with purpose.
Retirement Time Analysis
Our exclusive 12-page self-assessment tool aims to uncover opportunities
that become the framework to build a custom approach, intended with
your unique needs in mind.
Participants answer 33 questions around their retirement status; lifespan, career mindset, general
time management, retirement mindset, financial mindset, anticipated lifestyle, and planned activities.
Based on their answers, the RTA full report highlights the “time phase” they will spend in retirement
and an overall classification.
T
I
M
E
TALENTED
You are ready to live a fulfilling life in retirement. You have established a healthy mindset. Time management or allocating time to what is important has been thought out and planned. You have affirmed the lifestyle you want to live, and even planned major activities tied back to your intended routine.
INTELLIGENT
You have been designing or planning for the resources needed in retirement but have not unpacked all the areas of how to spend your time. The RTA probably identified opportunity zones of focus to help you solidify your anticipated lifestyle, get you into a healthy mindset, and show the way to routines and activities that will bring you purpose.
MODEST
This report has helped identify additional areas of personal time retirement planning. The RTA should give ideas and actions to take whatever financial planning has been done and tie that back to being able to understand what you need to do to have a healthy retirement mindset and lifestyle.
EXPLORE
The RTA will afford you the opportunity to create a regimen and mindset strategy for retirement. You will be able to help yourself formulate action plans that will define a lifestyle with purpose.
RT
RETIREMENT TALENETED(RT)
You are ready to live a
fulfilling life in retirement. You have established a healthy mindset. Time management or allocating time to what is important has been thought out and planned. You have affirmed the lifestyle you want to live, and even planned major activities tied back to your intended routine.
RI
RETIREMENT INTELLIGENT (RT)
You have been designing or planning for the resources needed in retirement but have not unpacked all the areas of how to spend your time. The RTA probably identified opportunity zones of focus to help you solidify your anticipated lifestyle, get you into a healthy mindset, and show the way to routines and activities that will bring you purpose.
RM
RETIREMENT MODEST(RM)
This report has helped
identify additional areas of personal time retirement planning. The RTA should give ideas and actions to take whatever financial planning has been done and tie that back to being able to
understand what you need to do to have a healthy retirement mindset and lifestyle.
RE
RETIREMENT EXPLORE(RX)
The RTA will afford you the opportunity to create a regimen and mindset strategy for retirement. You will be able to help yourself formulate action plans that will define a lifestyle with purpose.
RETIREMENT ANALYSIS (RTA) REPORT
The RTA also appraises the level of depth and comfort in six distinct priority categories.
1. CURRENT CAREER MINDSET
Current Career Mindset shows the level of importance you place on a job or career in your life at this point.
2. TIME MANAGEMENT
Time Management is a quick look at how you prioritize your time today.
3. CURRENT RETIREMENT MINDSET
Current Retirement Mindset addresses your outlook about a life in retirement around life relationships, leisure contentment, value, and aspirations.
4. FINANCIAL MINDSET
Financial Mindset is not to test your level of retirement economic readiness. This category examines your overall fiscal enthusiasm to retire.
5. ANTICIPATED LIFESTYLE
Anticipated Lifestyle explores your purpose and approach to retirement.
6. PLANNED ACTIVITES
Planned Activities dives into typical retirement activities and shows you
how you personally plan to embrace them