Next Chapter Lifestyle

Next Chapter - Retirement Lifestyle Advisors

Our strategic partners at Next Chapter help us support clients beyond their finances, enabling us to dive deeper into the lifestyle aspect of retirement. Are you truly ready – mentally and emotionally – for this next phase? It may seem like an unusual question, but it’s important and often overlooked one. Explore the resources below and take our Retirement Readiness Quiz to learn more.

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3 Secrets to Retirement

Retirement for High Achievers

Retirement and Your Relationship

Your Happiness Portfolio



Are your psychologically prepared for retirement?

Let’s find out with a quick quiz!

We often get the question, “When can I retire?” While we can help assess your financial readiness, there’s another important factor – are you emotionally and mentally prepared for retirement?

We’ve partnered with Next Chapter Lifestyle Advisors (NCLA) to help you explore this side of retirement planning. the Retirement Intelligence (RQ) assessment is a quick, simple, and free tool designed to measure your emotional and psychological readiness. 

By clicking the link above, you will send a direct email to our Next Chapter Lifestyle Advisor, Marianne Oehser with the subject line “RQ GRK”. 

Please Include your email address and full name in the body of the email. 

Once completed, you will receive a copy of the report and an invitation to meet with Marianne Oehser to discuss your retirement readiness further.