GENTIAN NAVIGATOR | WHAT WILL MY PURPOSE BE IN RETIREMENT?

A guide to rediscovering meaning, identity, and direction in the next chapter.

MEET BILL

Bill’s retirement party was everything it should have been. Speeches. Stories. Gratitude. Applause. He drove home feeling proud, relieved - complete.

Monday morning, he woke at the same time he always had. He made coffee, sat at the kitchen table, and opened his calendar. Nothing.

At first, it felt like freedom. Then it felt like disorientation.

Bill didn’t miss meetings or deadlines. He missed usefulness. Belonging. Being needed. He filled his days easily enough - errands, walks, reading — but something felt hollow.

One evening, his wife said gently, “You spent your life building things for others. Now you get to build something for yourself.”

That was the shift. Purpose wasn’t gone. It was waiting to be redefined.

The real question wasn’t about staying busy. It was deeper:

“What gives my life meaning now — and how do I design a life around that?”

WHAT THIS NAVIGATOR IS:

 A values-first guide to discovering and building purpose after retirement — aligning time, energy, relationships, and contribution into a fulfilling next chapter.

A CHECKLIST: TO HELP YOU CONSIDER SOME HELPFUL QUESTIONS.

Identity & Transition

☐ What did work provide beyond income?

☐ Which roles do I want to keep?

☐ Which roles am I ready to release?

Energy & Joy

☐ What activities energize me?

☐ What drains me?

☐ What did I love before life got busy?

Contribution

☐ Who do I want to help?

☐ How do I want to contribute?

☐ Do I want to lead, mentor, or serve quietly?

Connection

☐ Who do I want more time with?

☐ What relationships need renewal?

☐ What communities matter to me?

Structure & Rhythm

☐ What does an ideal week look like?

☐ How much structure feels healthy?

☐ What routines ground me?

Legacy & Meaning

☐ What wisdom do I want to pass on?

☐ What stories deserve to be shared?

☐ What would make this chapter meaningful at 90?

COMPREHENSIVE ACTION PLAN

1. Write your Ideal Tuesday

2. Identify 3–5 purpose themes

3. Design a 90-day purpose experiment

4. Build weekly anchor activities

5. Reconnect with energizing people

6. Allocate time intentionally

7. Capture moments of meaning

8. Adjust without judgment

9. Align purpose with health and finances

10. Review annually

WHAT TO DO NOW

Today

• Write your ideal Tuesday in one page.
  

This Month

• Choose one purpose experiment.

• Schedule one recurring meaningful activity.

• Reconnect with two people.

This Year

• Refine purpose as life evolves.

Schedule a Conversation: Meet with your Gentian team to align purpose, time, health, and finances into a coherent plan to make the next chapter of your life your most fulfilling one!

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gentian@raymondjames.com | 12740 N River Road, Mequon Wi, 53092 | PH 262-518-7575

Any opinions are those of Gentian Financial and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. Raymond James and its advisors do not offer tax or legal advice. Hypothetical examples are for illustrative purposes only. You should discuss any tax or legal matters with the appropriate professional. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Prior to making an investment decision, please consult with your financial advisor about your individual situation. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. and Gentian Financial Inc. Gentian Financial, Inc. is not a registered broker/dealer, and is independent of Raymond James Financial Services.