Retirement Transition Worksheet
Gain clarity about what you are leaving behind, what you are moving toward, and how you want to navigate this transition.
What Am I Leaving Behind?
Daily routines and structure
Professional identity
Workplace relationships
Responsibilities and deadlines
A sense of accomplishment
Feeling needed by others
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What Am I Looking Forward To?
More freedom and flexibility
Time with family and friends
Pursuing personal interests
Travel and adventure
A slower and more intentional pace
Exploring new possibilities
What Concerns Me Most About Retirement?
Losing my sense of purpose
Financial uncertainty
Staying active and engaged
Changes in relationships
Having too much unstructured time
Health and wellness concerns
What Would Help Me Feel More Confident?
A clear vision for retirement
Meaningful goals and activities
Strong relationships and support
Healthy routines and habits
A sense of purpose and direction
Confidence in my financial plan
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Retirement is not simply the end of a career — it is the beginning of a new chapter filled with
opportunities for growth, connection, and meaningful living.
