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INSPIRED RETIREMENT COACH
Retirement Vision Worksheet

Clarity about what you want your retirement to look and feel like.
How Do I Want Retirement to Feel?
Peaceful and less stressful
Purposeful and meaningful
Flexible and relaxed
Connected and social
Adventurous and active
Calm and balanced
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What Does My Ideal Lifestyle Look Like?
More time outdoors
Travel and exploration
Time with family and friends
Hobbies and creative interests
Healthier daily routines
Volunteering or giving back

What Do I Want More Of In My Life?
Connection
Wellness
Joy
Simplicity
Learning
Purpose

What Would Make Retirement Feel Meaningful?
Deeper Relationships
A sense of contribution
Personal growth
Spiritual connection
Enjoying everyday moments
Living intentionally


You have the opportunity to design a retirement that reflects who you are and the life you truly want to live.

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