A Guide to Planning Your Next Chapter

The Career Crossroads Workbook

Many executives and other successful professionals are pursuing a path between full-time work and full-stop retirement — a new chapter where they can repackage how work fits into their life, blurring the lines between work and retirement to get the best of both worlds.

But the thought of leaving a regular paycheck, benefits, and health insurance behind can be daunting. There is no roadmap for those who wish to embark on this non-traditional path, and a complex tangle of decisions awaits.

Our Career Crossroads Workbook will guide you through a planning process designed to help you confidently map out the path ahead toward your ideal future.

When you complete the workbook, you’ll learn how to:

• Develop Your Vision: Every successful plan starts with a clear vision of your future. 
• Write Specific Goals: With your vision guiding the way, create specific goals in five key areas.
• Pinpoint Distinct Actions: Listing your necessary actions will pave the road toward realizing your goals.
• Choose a Hybrid Retirement Lifestyle: Explore the various types of flexible work and find one that matches your income needs.
• Assess Five Critical Components of Your Plan: We’ll walk you through healthcare, cash flow, tax management, retirement benefits, and investment alignment.

When you complete the workbook, you’ll have a succinct one-page plan that you can execute on your own or share with your professional advisors.