Let's Talk About Retirement Readiness
Whether you're a financial advisor looking to serve clients better, an HR leader seeking to support your workforce, or simply curious about PHASE™, we'd love to hear from you.
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Response Time
We typically respond within 1-2 business days. For urgent matters, please indicate so in your message.
Frequently Asked Questions
What is the PHASE™ Index?
The PHASE™ Index is a 50-question assessment that measures retirement readiness across five dimensions: Purpose, Health, Activities, Social Life, and Everyday Life. It takes about 15 minutes to complete and provides personalized insights and recommendations.
How is PHASE™ different from financial planning tools?
Financial planning tools focus on savings, investments, and income. PHASE™ focuses on the non-financial dimensions of retirement—the emotional, social, and practical aspects that research shows are equally important to retirement satisfaction.
Is there a free trial available?
Yes! You can try the PHASE™ Index for free on our website. For advisors and organizations, we offer demo accounts so you can experience the full platform before committing.
How do you protect my data?
We take data privacy seriously. All assessment data is encrypted, individual responses are never shared without consent, and we comply with CCPA and similar privacy regulations. See our Privacy Policy for details.
What research is PHASE™ based on?
The PHASE™ framework synthesizes findings from the Harvard Study of Adult Development (80+ years of research), Boston College's Center for Retirement Research, the Canadian Longitudinal Study of Aging, and decades of work in gerontology and behavioral science.