The Retirement Profile Playbook

Design a Life You Love Retirement isn’t just a financial transition — it’s a life transition. A big one. And it looks different for everyone. The Retirement Profiles Playbook helps you understand how you’re wired as you move into this next chapter, so you can stop guessing and start designing a retired life that truly fits you. Inside, you’ll discover three distinct retirement personality profiles — each with its own strengths, blind spots, and needs. When you recognize yourself in one of these profiles, everything starts to make sense:why slowing down feels hard (or easy),why certain days feel fulfilling while others don’t,and what you actually need to feel grounded, purposeful, and at peace. Inside the Playbook, you’ll explore: ✨ The Steadfast OakYou value structure, stability, and routine. You’ve spent years being dependable and productive — but retirement can feel unsettling without a clear framework. This profile helps you create rhythm and meaning without pressure. ✨ The Sunrise