The Shift Framework

A comprehensive, evidence-based methodology for designing your ideal retirement. Seven interconnected steps that guide you from career to Life 2.0.

1

Reflect & Assess

Understand your current identity, values, and what truly matters to you.

2

Redesign Identity

Create a new sense of self beyond your career and professional roles.

3

Build Structure

Design routines, rituals, and schedules that bring meaning and consistency.

4

Cultivate Community

Find and build relationships with people who share your interests and values.

5

Define Purpose

Identify how you'll contribute, create, and find meaning in Life 2.0.

6

Plan Encore Work

Explore opportunities for meaningful work, volunteering, or entrepreneurship.

7

Track & Adjust

Monitor your progress and adapt your plan as life evolves.

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