Life Planning - No Normal Retirement Journey Tool

White Paper

The No Normal Retirement Journey is a new collection of research and guidance for how to plan for retirement in a modern post-pandemic world. It offers financial advisors and consumers interactive, lifelong tools to visualize stages, events and decisions along their retirement journey and the personal, emotional, and financial consequences of each. The Journey Map illustrates how six primary levers - health, finance, learning, purpose, community and resilience – can be used to get to a financially secure and fulfilled life after a full-time career. This is a radical departure from one-size-fits-all, static financial services sales collateral.

Client / Manufacturer

Alliance for Lifetime Income

Washington, DC, US

AgingWell Hub, part of Business for Impact at Georgetown University McDonough School of Business

Washington, DC, US

Design

Human Spark

Atlanta, USSidney Brinson, James Combs, Evelyn C. Creekmore, Ines Kuhn, Scott Lehman