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200+
Satisfied Clients

Your Retirement Deserves a Life Plan

We’re here to help you navigate the major transition no one prepared
you for—and intentionally help you design what comes next.​

We've been where you are. Built from our own retirement journey, shaped by conversations with hundreds of retirees, and grounded in research, Future in Four is a proven roadmap for designing a meaningful life after work.

64% of retirees struggle when daily life lacks routine
57% didn’t plan for their emotional health
28% say that life in retirement is worse
acclaimed success

Award-Winning Recognition for Pioneering Retirement Planning Solutions

thought
leadership

Featured article in Fortune Magazine and contributing authors at esteemed Retirement Awaits.

trailblazer
award

Winner of the New England Employee Benefits Association Trailblazer Award.

featured
speaker

Prominent presence at the Society of Human Resources Management (SHRM), New England Human Resources Association (NEHRA), and New England Benefits Council (NEEBC).

podcast
appearances

Sharing expertise on leading retirement-focused podcasts.

RETIREMENT LIFE DESIGN

Most People Plan Their Money. We help you Plan Your Life.

Retirement is one of life's biggest transitions, but traditional retirement planning only tells part of the story. Our proven Life Design roadmap helps you move beyond outdated ideas about retirement and intentionally create a future filled with purpose, connection, curiosity, and new possibilities.

Design Your Next Chapter

Our signature program offers a comprehensive gateway to your ideal retirement.

Inspired by real-life stories, this transformative process provides the clarity and direction you need to create an exciting next chapter.

Jumpstarter: Your Retirement Life Design Program

Design A Life You'll Love Waking Up To
Jumpstarter gives you the roadmap, tools, and confidence to design a retirement you'll be excited to live. Using our proven Future in Four framework, you'll discover new purpose, explore meaningful possibilities, and create your personalized Life Plan.

A Clear Vision for What's Next

A Personalized Life Plan

A Renewed Sense of Purpose and Possibility

The Confidence to Put Your Plan into Action

Includes six interactive modules, practical exercises, guided reflection, and a flexible online learning experience.

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Jumpstarter With Coaching

PLUS

Includes all features of the Jumpstarter course.

Four personalized one-on-one coaching sessions.

Expert advice tailored to your retirement goals.

Expert advice tailored to your retirement goals.

Enhanced support for a deeper retirement transformation.

one-on-one coaching
Award-Winning EMPLOYER SPONSORED PROGRAM

Future Proof Your Organization

This exclusive program prepares employees to confidently transition into their next chapter, while giving organizations a strategic way to manage workforce shifts, retain institutional knowledge, and plan for succession.

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testimonials
What Our Participants Have To Say
The program was
a major boost of
confidence,
exploration, and
creativity, all tied
together with a plan to support
newfound ideas and goals!
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Mandy

Corporate sales professional turned entrepreneur

I found the program
exhilarating. I wish I
had learned of this
process earlier, as I
should have been preparing
for my future instead of grinding in the present.
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Jeff

Retired after a long career in financial services

I now have a clear
picture of what
I want to pursue
and a tentative timeframe.
I also scheduled a meeting with an advisor to map out my expected retirement income.
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Carolyn

A current employee at a national media company

I now have a sense
of renewed purpose
and passion for
this next phase/chapter.
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Michael

Retired HR Executive turned personal coach

The program helped
me be aware of the
process of change
and to recognize how
to direct my energy to new opportunities.
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Amy

Retired corporate executive

The idea of little
experiments
resonated with me
because I can get
started exploring areas
of interest before I retire.
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Dan

Software manager at a national educational foundation

free GUide
FREE: 8 Essential Questions Every Retiree Should Ask

Download this free reflection guide to explore what comes next after work. These eight questions help you move beyond uncertainty and begin designing a retirement life that feels balanced, intentional, and deeply yours.

Your Future in Four Steps

Our transformative roadmap for transition is backed by extensive research and fueled by real-life inspiration and proven outcomes.

Rebalance Your Life

Reflect on five life segments to identify the areas you want to rebalance

Connect to Your Purpose

Uncover your gifts and passions to imagine unlimited possibilities for your future

Activate ReTRYment

Create simple experiments and explore what brings you energy and joy

Launch Your Life Plan

Set in motion a seamless transformation to your new life in retirement

Transform Your Next Chapter With Our Groundbreaking Approach

Unmatched expertise in life planning

Extensive range of tools and resources

Strong and effective roadmap and process

High-quality content with engaging exercises

Authentic, motivating real-world success stories

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Demonstrated success with exceptional value

ABOUT US

Meet The Future Of You Team

We built the program we wish we had. After long careers at Fidelity Investments, we retired expecting to enjoy our newfound freedom.

Instead, we found ourselves asking the same question so many retires ask: Now what?

We had solid financial plans.But we didn't have a life plan.

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Nan Ives
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Lisa Stornaielo

What Happens When Work No Longer Defines Your Days

So we got curious. We interviewed hundreds and studied the latest research on retirement and life transitions, and combined those insights with our backgrounds in Design Thinking and coaching to create the Future in Four—a practical roadmap for designing a meaningful life after work.

Today, we're helping others make the transition we wish we'd been prepared for. Because your retirement deserves a life plan.

acclaimed success

Award-Winning Recognition for Pioneering Retirement Planning Solutions

thought
leadership

Featured article in Fortune Magazine and contributing authors at esteemed Retirement Awaits.

trailblazer
award

Winner of the New England Employee Benefits Association Trailblazer Award.

featured
speaker

Prominent presence at the Society of Human Resources Management (SHRM), New England Human Resources Association (NEHRA), and New England Benefits Council (NEEBC).

podcast
appearances

Sharing expertise on leading retirement-focused podcasts.

Ready to plan your future with confidence?

Schedule a free discovery call today and explore how we can help you create a fulfilling retirement journey!

Connect With Us on Social Media

Follow The Future of You on Facebook and LinkedIn for the latest retirement insights, inspiring stories, and exclusive updates. Engage, share, and be part of our journey to redefine retirement.

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Watch our 2-minute explainer video to learn more about our programs!
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For regular updates on retirement planning strategies, success stories, and expert advice. Keep your retirement vision sharp with our curated content delivered straight to your inbox.

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