Mind the Gap: Navigating the sometimes tricky transition from Work to Retirement

Nancy retired from her thirty-plus years as a fee-only financial planner in 2012. While she was in private practice, she always enjoyed asking her clients questions, listening, and helping them strategize alternative ways to get where they wanted to go (as well as figuring out just where that destination might be). One reason she left comprehensive planning was to help herself and others focus on the sometimes thorny issues that can pop up after reaching the long-awaited life stage of no longer needing to work for money:

• Who am I without my job title?
• How will I fill the 2000 plus hours I used to spend working and commuting in ways that leave me feeling relaxed and content, but also energized and enthusiastic?
• I have a track record of reaching my goals, I’m just not sure what goals I want to set for myself in this next phase of my life.
• Has anyone else ever felt adrift when they retire? Isn’t it supposed to be just endless bliss?

Nancy’s ideal client is excited about the opportunities that lie ahead, but also a bit apprehensive about how to fill their days in a way that balances structure and flexibility, effort and ease, meaningful pursuits and time for just good old puttering around. In her new role as a mentor, Nancy continues to help clients step away from the Madison-Avenue version of an ideal retirement life. Based on her own retirement experiences, and those of clients and friends, she has developed a unique system of worksheets, introspection, and exercises that help people decide what to leave behind, what to keep doing, and what to try on just for size. The only way you can fail is to not try.

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