FREE ASSESSMENT · THE NEXT CHAPTER™

Your money may be ready for retirement. Are you?

Most people spend decades planning financially for retirement — and almost no time planning psychologically for it. This free assessment measures your readiness across the five pillars of a flourishing next chapter.

✓ 15 questions across Success, Fulfillment, Connection, Growth, and Joy

✓ A pillar-by-pillar score showing where you’re ready — and where the gaps are

✓ The one pattern to look for in your lowest pillar

Get the free Assessment

You’ll also get occasional notes from Dana on the human side of retirement. Unsubscribe anytime.