Life Planning is a guided process by which one takes stock of one’s life, clarifies dreams, goals and challenges, and identifies the steps necessary to create the life one wants to live.

A life planning consultant and other allied professionals can help Third Agers address relevant issues and find the resources - people and information - needed for a meaningful transition to a fulfilling next chapter. Life planning is often collaborative, involving certified financial planners, attorneys and other professionals.

For a listing of Life Planning Professionals go to Find a Life Planning Consultant

Life planning addresses many dimensions of life including:

  • career and work
  • community service and civic engagement
  • family relationships
  • friendships and affiliations
  • physical health, nutrition and fitness
  • emotional and spiritual wellbeing
  • learning and creativity
  • recreation, leisure and travel
  • financial needs and resources
  • lifestyle, location and housing

The possibilities for a rewarding Third Age are endless. Life planning ensures that we envision the life we want, make specific plans, address issues that need resolution and have the resources to fully live and enjoy the life we’ve envisioned.

For an in-depth look at Third Age Life Planning go to For Third Agers


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