Finance

People Approaching Retirement

Customer
Someone about to stop working
Context
Moving from a salary to living on what was accumulated

The Jobs of someone making a fixed sum last for a period nobody can measure.

5 Jobs

  1. 01When retirement is a few years off, I want to know what I will live on, so I do not find out once the income has stopped.5 Pains · 5 Desired Outcomes · 5 Existing Solutions
  2. 02When I weigh stopping work, I want the timing right, so I neither stop too early and fall short nor work years I did not want.5 Pains · 5 Desired Outcomes · 5 Existing Solutions
  3. 03When I must choose how to take my pension, I want to understand the options, so I am not deciding once for the rest of my life without following it.5 Pains · 5 Desired Outcomes · 5 Existing Solutions
  4. 04When no salary arrives each month, I want to manage the flow, so I am not overspending in the first years.5 Pains · 5 Desired Outcomes · 5 Existing Solutions
  5. 05When I think about what I leave, I want it arranged clearly, so my family is not untangling it while grieving.5 Pains · 5 Desired Outcomes · 5 Existing Solutions

The four perspectives are for Pro Members

The Job statements in this Set are open to everyone. Pains, Desired Outcomes, Existing Solutions and Opportunity Gaps live inside the community, for Pro Members.

See Pro Member