The Retirement Profile Playbook

The Retirement Profile Playbook

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Design a Life You Love

Retirement isn’t just a financial transition — it’s a life transition. A big one. And it looks different for everyone.

The Retirement Profiles Playbook helps you understand how you’re wired as you move into this next chapter, so you can stop guessing and start designing a retired life that truly fits you.

Inside, you’ll discover three distinct retirement personality profiles — each with its own strengths, blind spots, and needs. When you recognize yourself in one of these profiles, everything starts to make sense:
why slowing down feels hard (or easy),
why certain days feel fulfilling while others don’t,
and what you actually need to feel grounded, purposeful, and at peace.

Inside the Playbook, you’ll explore:

The Steadfast Oak
You value structure, stability, and routine. You’ve spent years being dependable and productive — but retirement can feel unsettling without a clear framework. This profile helps you create rhythm and meaning without pressure.

The Sunrise Palm
You’re drawn to growth, learning, and new experiences. Retirement feels exciting… and sometimes overwhelming. This profile helps you channel your curiosity without overfilling your days or losing a sense of grounding.

The Community Apple
Connection, contribution, and relationships are central to your happiness. Retirement can feel lonely if those aren’t intentionally nurtured. This profile helps you create belonging and purpose in a way that feels nourishing, not draining.

Within each of the profiles you'll get an understanding of common challenges to watch out for, lifestyle redesign strategies, self reflection prompts, the Enneagram types typically found within the profile and more.

You’ll gain:

✔ A clear understanding of your dominant retirement profile
✔ Insight into common challenges women face in retirement — and why
✔ Validation that nothing is “wrong” with you
✔ Practical guidance for shaping your days with intention
✔ A powerful foundation for creating a slower, more meaningful life

This playbook isn’t about fixing yourself or following someone else’s version of a “good retirement.” It’s about honoring who you are — and designing a life that truly supports you.

Perfect for women who are:

  • Approaching retirement

  • Newly retired

  • Feeling restless, unsure, or disconnected in this new season

  • Ready to slow down without losing themselves

Your retirement doesn’t need to be figured out all at once, yet you don't want to take the next several years figuring it out either. 
You simply need to be design your retirement lifestyle with awareness — and that’s exactly where this playbook begins.

Digital Format

29 Pages