Enjoy Retirement Together
The Couple's Guide to Designing a Retirement Life You'll Both Love
Two people. Two visions. One plan.
You know your retirement number. Do you know what your partner wants to do with it?
Design the retirement life you'll both love: where you'll live, how you'll spend your days, and who you'll spend them with. Not a financial plan. The life the money is for.
Where do your dreams align?
Each of you answers privately. Then see your visions side by side.
Discover Where You Align See how it worksHow It Works
Individual clarity first, then the conversation
Invite Your Partner
One of you starts and sends an invitation. Your partner gets their own private login.
Do Your Own Assessment
Each of you answers three questions for each of the ten dimensions, privately. Don't read each other's answers yet.
See Your Comparison
Once you've both finished, you get an AI-generated side-by-side comparison showing where you align and where you differ.
Talk, Then Build Your Blueprint
Use the book's four-phase conversation to talk through the differences, then capture what you agree on in a one-page blueprint.
The Retirement Together Framework
Ten dimensions of retirement satisfaction, grouped into five areas of life. It's the same framework the book uses.
Three Honest Questions
For each dimension: Where am I now? What would ideal look like? What would have to change to get there?
The Work Happens Alone
Answer with what you actually want, not what you think you should want or what you expect your partner wants to hear.
Then You Compare
Your comparison shows where your visions match and where you'll need a real conversation.
The Four Types of Misalignment
Most couples find two or three of these at play. In each one, both partners are right about what they need.
The Homebody & the Adventurer
One partner draws energy from familiar places and deep roots. The other draws energy from new places, people, and possibilities.
The Achiever & the Leisure Lover
One partner wants meaningful accomplishment and structure. The other wants freedom, spontaneity, and no schedules.
The Social Butterfly & the Solitude Seeker
One partner gains energy from people and gatherings. The other gains energy from quiet and a few close friends.
The Security Seeker & the Experience Seeker
One partner prioritizes financial safety and planning for the worst case. The other wants to live fully while healthy.
The types aren't boxes to sort yourselves into. They're lenses for understanding why a particular disagreement keeps coming back.
What Makes This Different?
Retirement doesn't create a couple's differences. It reveals them.
The Conversation Before the Numbers
Most couples plan the money in detail and leave the most important question unasked: what does each of you actually want these years to look like? This works alongside your financial plan, not instead of it.
The four-phase conversation
- Sharing, without interruption
- Asking clarifying questions, without judgment
- Finding the patterns, without solving anything yet
- Next steps, decided together
Understanding comes before problem-solving.
Start the Conversation
Your retirement together starts with the conversation you may have been avoiding.
Discover Where You Align