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Resources

Read, reflect, and plan ahead.

Articles, guides, and tools you can use whether or not we ever work together.

Assessment Β· Standalone Option

The Retirement Intelligence (RQ) Assessment

The comprehensive assessment on its own β€” complete it online, keep your own copy, and review the results with Chris in a single consultation. $200 individual (60 minutes) Β· $300 couples (90 minutes).

Learn about the RQ option β†’
The Framework

The Five Parts β€” as a Windchime

Spiritual, Mental, Physical, Social, Financial. They don’t crack like pillars β€” they move together like chimes. See the interactive version.

Explore the five parts β†’
From the Newsletter

Next Chapter Notes β€” Monthly

One thoughtful read per month on the non-financial side of retirement. Every issue is in the archive, newest first β€” and you can subscribe in one field.

Read the archive & subscribe β†’
Article

Have You Considered Your Psychological Portfolio?

Why financial readiness alone leaves most retirees underprepared.

Request the article β†’
Worksheet

Five-Year Retirement Planning Sheet

The exact framework Chris uses with coaching clients. Free download.

Request the sheet β†’
Plain-language

The Coaching Agreement

Read exactly what working together looks like β€” sessions, rates, and terms β€” before you ever commit.

Ask about the agreement β†’
Free Guides

Start with a guide. Keep what speaks to you.

All guides on one page →

Seven practical reads on the parts of retirement that no financial plan covers. Yours to use whether or not we ever work together.

Did something here resonate?

That feeling is worth a conversation. Twenty minutes, no commitment.

Schedule Your Consultation β†’