Retirement Services -
Retirement Questionnaire

Seven Point Checklist: What Matters Now?

The following questionnaire will help you determine if you are prepared to manage your transition into retirement and if you have developed a strategy for a rewarding lifestyle.

Mark each statement with the answer that best matches your answer; "Mostly, Partially, or Not." At the end of this questionnaire you will find a self-evaluation that will provide you with helpful insights to your answers.

1.	Personal Understanding:	Mostly	Partially	Not
	I am clear about who I am, what motivates me, and my attitudes.
	I know the major accomplishments in my retirement/work life, civic, and family life.
	I know my primary capabilities - skills, talents, and expertise.
	I know the priorities that interest me in the areas of work, learning, and leisure
	I know what qualities characterize my behavior.
	I'm aware of my most important values and beliefs.
	I love and value myself.
	I have a positive outlook on life.
	I try to learn from my mistakes.
	I have a sense of humor and know how to have fun in my life.
2.	Personal Relationships:	Mostly	Partially	Not
	My relationships with family, friends, and associates are clear and prioritized.
	I know how I innately learn and process data, and how I reach decisions.
	I know how to ask for what I want.
	I pay attention to my emotional needs.
	I have nurturing relationships.
	I continually develop my communication and listening skills.
	I belong to a positive support group.
	I know how to ask for what I want.
3.	Retirement and/or Work Plans:	Mostly	Partially	Not
	I am clear on my retirement and/or work plans, and intend to continue "making a difference."
	I have an entrepreneurial attitude.
	I have an interest in civic leadership.
	I have an interest in mentoring, teaching, or consulting.
	I have a small business interest.
	I want to work part-time.
4.	Financial Plans:	Mostly	Partially	Not
	My financial plans are in order.
	I can forecast my annual expenses.
	I can forecast my annual income.
	My assets and investments are allocated to my satisfaction.
	My estate and tax plans are set.
5.	Leisure Plans:	Mostly	Partially	Not
	My learning and leisure priorities are clear.
	I know how to relax.
	I know how I want to continue my education, formally and/or experientially.
	I know how and where I want to travel.
	I'm clear on which leisure and recreational activities I wish to continue or develop.
	I am interested in learning new things.
6.	Achieving Priorities:	Mostly	Partially	Not
	I have decided where I want to live in order to implement my plans and achieve my goals.
	I am clear that my relationship priorities will be met.
	I am clear that my lifework priorities will be met.
	I am clear that my finances will support my plans.
	I am clear that my educational priorities will be met.
	I am clear that my leisure priorities will be met.
	The geographic area will fit my needs.
7.	Health and Wellness:	Mostly	Partially	Not
	My commitment to health and wellness standards are clear.
	I do not smoke.
	I drink moderately, if at all.
	I am eating nourishing foods.
	I am exercising.
	I have annual checkups.
	I handle stress effectively.
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Testimonials:

"I own my own business, have worked hard all my life, and was thinking of retiring. But every time I thought of it, I got depressed. I was afraid I would get bored and have nothing to do. So I decided to work with Winning Ways and the Discovery System. It was a lot of work, but what really impacted me was it never occurred to me to consciously plan for retirement. I sort of just went along running my business, not thinking much about it. But my wife is retired, and she wanted me to join her. So, after working on the Discovery System, I'm very clear that I want to write a book, learn how to golf, make new friends, and enjoy my freedom. I am now writing up specific step by step goals on all the activities that excite me and meet my purpose in life. Good process!"
John Baker, Self-employed, Brentwood, CA

"I retired two years ago, and after sleeping in for a few months I got restless. My husband wanted me to bowl, play games, and travel. But I honestly do not care for those activities. He was watching television most of the time, I was bored out of my mind, and we were starting to get cranky with one another. So I decided to work on the Discovery System, and realized that it is very important for me to contribute what I know and make a difference in people's lives. So I'm working part-time using my counseling experience, helping people make important choices in their lives. My husband and I have now planned some light travel, and scheduled special days to spend with each other. I never realized that just taking the time to plan your life could be so easy."
Sabina Bradford, Self-employed Counselor, San Jose, CA