Live well. Give back. Leave a legacy.
Retirement isn’t the end of your story—it’s the beginning of your next chapter. We help you design a clear, inspiring lifestyle plan and weave it into your financial and investment strategy so you move forward with confidence.
What is Retirement Lifestyle Planning?
It’s the process of creating a vision and action plan for the eight non‑financial areas of your life—not just a bucket list, and not just “more leisure.” We look 25–30 years ahead and keep the plan current as your life evolves.
Benefits you can feel: enhanced well‑being, stronger relationships, a positive impact on aging, and lower risk of depression and illness—while making a meaningful difference in your world.
The RichLife™ Framework
“The RichLife™ is a life that strikes the perfect balance between wealth and personal fulfillment.”
Three cornerstones:
- Live Well — enjoy a good lifestyle and a good life.
- Give Back — use your time, talents, and resources to lift others.
- Leave a Legacy — create something you and your family can be proud of.
The RichLife™ sits at the top of an ideal planning hierarchy where your Lifestyle Plan and Financial Plan support each other—one creates fulfillment, the other creates wealth.
Your Happiness Portfolio®
We build an action plan across eight life areas so your time—your other valuable asset—is invested wisely:
Self‑Development, Giving Back, Health & Wellness, Family & Friends, Spiritual & Emotional Well‑Being, Primary Relationship, Professional, and Leisure.
Why it belongs inside your financial plan
Lifestyle choices ripple through your finances—extended travel, a serious hobby (say, a sailboat), a second home, helping family, philanthropy, even significant life events like divorce, a business sale, or loss. We integrate these choices so your money and your meaning stay aligned.
How our process works
Next Chapter Lifestyle Scorecard™ — a guided, eye‑opening conversation that clarifies where you are, what you want, and what could get in the way.
Financial Plan Review — we integrate your lifestyle vision into your financial and investment plans.
Your Happiness Portfolio® — a practical action plan with next steps to make your vision real.
Recap Letter — we document your vision and decisions so everyone is aligned.
Services inside Next Chapter
Next Chapter Lifestyle Scorecard™ — unlimited use and training; proven to uncover what clients truly want beyond the bucket list.
Happiness Portfolio® Workbook — the do‑it‑yourself guide to design your plan (also available with workshops or expert coaching).
Client Webinar Series — topics like 3 Secrets to a Happy Retirement, Retirement & Your Relationship, Unique Issues Women Face, Challenges of Highly Successful People, Flying Solo, Your Happiness Portfolio®.
Ask a Retirement Coach — a complimentary 30‑minute session with a Next Chapter advisor for non‑financial retirement questions; confidential and tailored to what’s on your mind.
Client Consulting (as needed) — deeper, optional coaching for those who want more support.
Who we serve
People approaching retirement and those within the first few years, along with their spouses or partners—especially anyone who wants clarity, momentum, and a plan they’re excited to live.
Ready for your next chapter?
Deciding to start is the first step. Let’s get you living your best life—with purpose, joy, and a plan to match.