Your Lifestyle Plan

MODULE 4
YOUR PLAN – YOUR RETIREMENT

Build your retirement your way


This is where you start shaping your retirement in a practical, personal way.

You will see from the plan below that the activities that you identified and saved from your search have been saved to the considering section of your plan. You can now review these activities that are in considering once again engaging whether they excite you and interest you and whether they are a priority for you. When you find the ones that you really want to do as a priority move them to the to-do category this is the core component of your retirement. Your to do category indicates what you’re actually doing a retirement not what you’re thinking of doing but what you’re actually committed to do.

As your situation and priorities change of course you can move activities from category to category.

use this document as your implementation roadmap. These are things that you’ve identified that you definitely want to do. That will definitely bring you purpose and joy and retirement that appeal to your emotionally and intellectually that you see as a priority for your post work life of course just having them on the plan will not make them happen. It is up to you to implement them. Module six of the SMART system provides you with assistance in this regard.

Doing now

Doing now is where intention turns into action.

These are the activities you’ve chosen to make part of your current life — the ones you’re wish to give time, energy, and attention to. If an activity sits here, it’s not just something you like the idea of, it’s something you’re want to live.

Use this space to shape a retirement that feels engaging, meaningful, and genuinely yours.

There’s no right mix — only what works for you.


Note: If you wish to find more activities, return to Search only after you have reviewed your activities below and allocated them to your preferred categories.


Start shaping your lifestyle

Below are the activities you’ve shortlisted.

Move activities between categories as you like — explore ideas, try things out, pause what’s not working, and keep what feels right.

Over time, the activities in Doing now will naturally reflect how you’re choosing to spend your days. There’s no rush and no fixed destination — this plan is meant to evolve as you do.

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