Retirement Stories
Read real stories from people navigating this chapter in their own way.
Their experiences may help you think differently about your own next step.
Wheel of
Balance
Explore the eight areas of life that shape a meaningful retirement.
It’s a simple way to reflect on your own life as a whole.
Balance
Test
Take this test to see how balanced your life feels right now.
Your results can help you see where you may want to focus next.
Featured on the Wheel:
PURPOSE
When the structure of work falls away, many people begin asking deeper questions about meaning and contribution.
This month we’re exploring stories, ideas and inspiration around purpose in retirement.
Planning your retirement
Bringing your life and your money together
The Wheel of Balance helps you reflect on your life. Turning that into a plan is the next step.
When your Life Plan, Financial Plan, Investment Strategy and Estate Plan work together, your decisions become clearer and more aligned.
If you’d like guidance in putting this in place, you can explore how we work at Chartered Wealth Solutions.
Reimagine your Retiremeant™
Our Philosophy
We view Retiremeant™ as having the freedom to achieve your yet unfulfilled dreams and goals, on your terms and in your own time.
Retirement today looks very different from what it did a generation ago. People are living longer, healthier lives, and many are redefining what work, purpose and contribution look like in later years.
Retirement is not only a financial event. It’s a life event.
At the heart of Retire Successfully is a simple belief: your life and your money should support one another.
Many of the people you’ll read about on this site are clients of Chartered Wealth Solutions, where this approach to life and financial planning is brought together.
Retirement
Workshop
Plan your retirement purposefully
The Retire Successfully Workshop gives you space to step back and reflect on what you want this chapter of life to look like.
Through guided conversations and practical exercises, you’ll begin connecting your life planning and financial planning more intentionally.
Inspiration Hub
Retirement often brings new questions.
Here you’ll find articles, books, eBooks, conversations and other ideas to help you explore this chapter more deeply.
Our Community
You’re not navigating this chapter alone
Over the years many clients have navigated retirement together through conversations, workshops and shared experiences.
This community continues to grow as people reflect, learn and support one another along the way.
Many are part of the Chartered Wealth Solutions community, and their experiences offer inspiration for what becomes possible when you plan both your life and your money.
