Resources to help people who are retired or approaching retirement design a fulfilling, balanced, and meaningful next chapter of life — not just financially, but personally, socially, and emotionally
Retirement in Progress
Financial Planning

Financial Planning

Plan Ahead

An elderly person rides a bicycle along a gravel path next to a serene lake surrounded by tall mountains. The scene features lush greenery, a wooden fence, and a tree with dark leaves. The sky is partly cloudy with patches of blue.

Mapping your finances to support a vibrant, worry-free retirement journey.

Balancing income and expenses to keep your retirement dreams on track.

Creating clarity and confidence in your financial future, step by step.

About Us

At Retirement in Progress, we guide you through crafting a meaningful life beyond work, step by step.

An open planner spread across two days, Thursday and Friday, with detailed schedules, tasks, and colorful annotations. Each day lists top tasks, time blocks, and additional activities with small doodles such as sun, coffee, plant, and food. Personal reflections and areas for improvement are noted at the bottom of each page.

Start Today

Take the first step toward a retirement filled with purpose and peace of mind.

Begin