Many people spend more time planning their 2-week vacation than their 25 - 30 year retirement !

Don't be one of them.


" Financial planning provides security; lifestyle planning provides happiness." 

Uncovering what you want to do next


Enjoying the latter part of life requires effective planning to replace what work gives us now. Society expects that by the time people reach their 50s and 60s, they know what they want to do, but that is not always the case. A lifetime of putting others first may cause a person to bury their true desires. But, by examining your first parts of life, seeing what was put aside in the interest of other obligations, and finding those “discards” which touch the heart, spirit and mind, it’s easier to know which direction to go.


All the analytical tools in Transition Steps planning are aimed at revealing details of three themes and where they overlap. Here is an example:



The 5 W’s and an H of lifestyle planning


This is a example of one of type of analysis in Transition Steps planning:


  • When do you want to/can you start something new?

  • What will it be?

  • Where will you do it?

  • Who will do it with you?

  • Why do you want to do it?

  • How can you do it in the face of other obligations?