A 10-Minute Self-Assessment
Your financial plan is ready.
Are you?
Most people approaching retirement have spent years preparing the financial side. Almost nobody has prepared the other side — who they'll be, what will give their days shape, and where their sense of self will come from when the job is gone.
The Retirement Readiness Gap assessment tells you where you actually stand — across four dimensions that no financial plan covers.
Take the assessment.
Get your results immediately.
13 questions. 10 minutes. A clear picture of where you stand — and what's worth your attention before the date arrives.
Your results are sent directly to your inbox.
No sales calls. No spam. Unsubscribe any time.
The Gap Nobody Talks About
You've done everything right. So why doesn't it feel that way?
You have a financial advisor. You have a date. You've probably told colleagues you can't wait. And somewhere in the background — in a meeting, reading a pension statement, watching a recently retired peer — a quieter thought has surfaced.
I don't actually know what I'll do with myself.
"I've got the financial side sorted. It's everything else I'm not sure about."
That's not a financial problem. It's not a character flaw. It's the predictable consequence of spending thirty-plus years building a career — and nobody ever asking you to prepare for the moment it ends.
Your financial advisor covered the money and closed the folder. This assessment covers the part that comes after the folder closes.
What the Assessment Measures
Four dimensions your financial plan doesn't touch.
Identity & Role Clarity
How well do you know who you are outside your job title? When the role disappears, what remains — and is it enough to build on?
Structure & Purpose
What will give your days genuine shape? Not holidays and weekends — a good Tuesday. Do you have a real answer to that yet?
Social Architecture
Most professional relationships don't survive retirement. Where is your community coming from? Have you built it, or assumed it?
Relationship Readiness
You and your partner have probably talked about retirement in principle. Have you had the specific, honest conversation about what it looks like day to day?
Is This For You?
This assessment is for a specific kind of person.
- You're within five years of retirement — close enough that it's real, far enough that there's still time to prepare properly.
- The financial side is largely in hand. That's not what keeps you up.
- You've built a career you're genuinely proud of — and you're not entirely sure what comes after it.
- You've thought about this, probably more than you've admitted to anyone. But thinking hasn't produced clarity.
- You approach things deliberately. You plan. You'd rather know where the gaps are than be surprised by them.
This is not for you if —
You're looking for financial planning guidance, investment advice, or help deciding when to retire. This assessment covers none of that. There are excellent resources for the financial side. This is for the side that comes after the financial plan is done.
Jacquie Doucette
Founder, Beyond Retirement
About Jacquie
Your identity doesn't need to be rebuilt.
It needs to be relocated.
I work with senior professionals — Directors, VPs, partners, business owners — who are within a few years of retirement. They've handled the financial side. What they haven't handled is the question underneath it: who am I when the role is gone, and what do I actually build next?
Most retirement thinking frames this as reinvention. I don't. The person you've always been — capable, purposeful, someone who does real work and gets real results — that didn't come from your job. The career was just where it lived. The work we do together is about finding where it lives next.
My program, Beyond the Paycheck, is 6–8 weeks of 1-on-1 coaching built around what I call the Continuity Method: a structured process for tracing the thread of who you've always been, separating it from the career that carried it, and deliberately relocating it into the next phase of your life. You leave with a written, personalised roadmap — your values, your design principles, your chosen direction, and a 90-day plan for what comes first.
This assessment is the honest starting point. It tells you where you actually stand across the four dimensions that most determine how the transition goes — so you know what needs your attention before the date arrives.
Take the First Step
Ten minutes. An honest picture of where you stand.
No obligation. No sales call. Just clarity — which is what you're actually after.
Your results are sent to your inbox. Unsubscribe any time.
