RETIREMENT · REINVENTION · WHAT COMES NEXT

YOU’VE PLANNED FOR RETIREMENT.
HAVE YOU PLANNED FOR WHAT YOU’LL DO NEXT?

You’ve saved. You’ve invested. You’ve thought about retirement income, Social Security, Medicare and taxes. Perhaps you’ve updated your estate plan, organized your affairs, paid down debt, or decided when you can afford to stop working.

But after all that planning, there may be one surprisingly difficult question left: What are you actually going to do with the next 20 or 30 years of your life?

Financial planning can help determine whether you have enough. Discovered by Design asks something different: What is all that planning supposed to make possible?

THE DAY AFTER

YOU PLANNED FOR THE DAY YOU COULD STOP WORKING.
DID YOU PLAN FOR THE DAY AFTER?

Maybe you’re excited. Maybe you’re relieved. Maybe you’re apprehensive about losing the career, title, routine or people that have defined much of your adult life.

Perhaps your spouse is ready to travel and you’re not. Maybe you’re retiring at different times. Perhaps you’re considering downsizing, relocating, becoming a snowbird, buying a second home, or living closer to children and grandchildren.

Health may suddenly matter differently. So may aging parents, grandchildren, friendships, caregiving, longevity, and how you want to spend the years when you’re still healthy and active.

You may want less responsibility—but not less purpose. Less pressure—but not less challenge. More freedom—but not an empty calendar.

You may be ready to stop working without being remotely ready to stop becoming.

YOUR RETIREMENT THINK TANK

We don’t start with retirement activities. We start with you.

Golf, travel, volunteering and time with family may be wonderful parts of retirement. But they are not preconceived answers. We look deeper—at identity, purpose, structure, relationships, place, health, family, work, money, legacy, unfinished ambitions, curiosity, contribution and adventure.

IDENTITY

Who are you without the title?

What parts of work do you want to keep—and what are you delighted to leave behind?

PLACE & PEOPLE

How do you want to live?

Home, downsizing, relocation, travel, family, friendships, caregiving and community all shape what comes next.

PURPOSE

What will engage you?

Build. Teach. Advise. Create. Learn. Serve. Explore. Earn. Mentor. Or discover something you haven’t considered yet.

TIME & HEALTH

What deserves the healthy years?

What would you regret postponing again? What do you want your ordinary Tuesday to feel like?

YOU SPENT YEARS PLANNING HOW TO AFFORD YOUR FUTURE.

Now let’s discover what you want to do with it.

KEEP YOUR IDEAS SECRET IF YOU WANT. GIVE US THE CLUES AND SEE WHAT WE FIND.

YOUR OWN THINK TANK FOR WHAT COMES NEXT

You don’t need to arrive with an answer.

You bring what you have. We bring the ideas.

Just bring yourself as you are. We’ll start there.

Start my retirement discovery →