Let's Talk About Retirement Readiness

PurposeNext helps financial advisors, retirement plan partners, and HR leaders bring the Retirement PHASE™ framework to the people they serve. If you're exploring a partner rollout, demo, or speaking engagement, this is the right place to start.

Looking for the personal self-serve assessment? Visit PHASE Into Retirement for the consumer experience.

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Individuals should use PHASE Into Retirement for the self-serve assessment experience.

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Frequently Asked Questions

What is the Retirement PHASE™ Assessment?

The Retirement PHASE™ Assessment measures retirement readiness across five non-financial dimensions: Structure, Hobbies, Identity, Friends, and Thriving. PurposeNext delivers it for advisors, employers, and retirement programs that want a fuller picture than finances alone.

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.

How can I preview the platform before rolling it out?

We offer guided demos for advisors, partner teams, and organizations so you can see the assessment flow, reporting, and rollout options before you commit. Tell us about your audience and goals, and we'll tailor the conversation.

Where should individuals start?

Individuals and couples should begin at phaseintoretirement.com, where the self-serve PHASE Into Retirement experience lives.

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.