Retirement & Future Planning Assessment

What the framework is

A retirement and future planning assessment compares the paths open to you, such as when to stop working, whether to move or how to phase down, against what matters to you. The template starts with five criteria: Financial Security, Lifestyle Quality, Personal Fulfilment, Long-Term Stability and Flexibility. The criteria can be changed, added to and weighted.

What the result looks like

When it earns its place

Use it when planning a retirement or another major life transition, alone or with a partner.

Personal Fulfilment and Lifestyle Quality are criteria so those count too.

How to run it with a group

1. List two to five realistic paths.
2. Decide how much each criterion counts for you.
3. Compare the paths two at a time on each criterion. If a partner is involved, send them the link too, and compare your rankings. Participants do not need an account to respond.

More templates like this

• Personal Decision Assessment

  Compare major life choices across practical, emotional, financial, and long-term considerations. Useful when navigating difficult or uncertain personal decisions with competing priorities. The criteria can be changed, added to and weighted.

• Career Decision Assessment

  Compare jobs, career paths, or professional opportunities in a structured and balanced way. Useful for career changes, promotions, or long-term professional planning. The criteria can be changed, added to and weighted.

• Relocation Decision Assessment

  Compare relocation options across lifestyle, opportunity, cost, and personal priorities. Useful for deciding where to live or whether to move. The criteria can be changed, added to and weighted.

• Education & Course Selection

  Compare universities, courses, qualifications, or learning pathways across value, interest, cost, and future opportunity. Useful for students, professionals, and career changers. The criteria can be changed, added to and weighted.

• Relationship Decision Assessment

  Reflect on important relationship decisions across compatibility, trust, values, communication, and long-term fit. Useful for navigating significant personal relationship choices. The criteria can be changed, added to and weighted.

• Lifestyle Change Prioritisation

  Compare lifestyle changes or habits to identify which could create the greatest positive impact. Useful for wellbeing, productivity, balance, and personal growth. The criteria can be changed, added to and weighted.