The Purpose Project™

A path to a happier, more meaningful retirement.

Discover your true abilities and passions in retirement.

There’s no shortage of guidance on how to fund your retirement, but much less on what to do in retirement.

A healthy nest egg is certainly important. But equally important is figuring out how to shape this new chapter of life.

Explore your interests and create a written plan for retirement.

Designed for people who have just retired or are about to begin retirement, The Purpose Project is a program that gives you:

Clarity about goals and priorities
Opportunity for self-discovery
A built-in partnership and accountability
Time to focus on what really matters

Step 1: Download the guide.

Learn about The Purpose Project and how to create a road map for a fulfilling retirement in the guide.

Step 2: Complete the workbook. 

To create your written plan, complete The Purpose Project workbook. This can be done on your own or through our guided program. Let your advisor know if you would like to receive the workbook.

Step 3: Sign up for the program. 

We’ll announce the start date for our guided program soon! Let your advisor know you are interested and we will make sure to keep you posted.