Throughout our lives we have passed through many stages of development and change. This self-assessment has been created to help you explore and reflect upon eight life dimensions that are related to a successful retirement. There are no right or wrong answers.

Instructions: Review each item within each of the Eight Dimensions and circle the number, from 0 (lowest) to 5 (highest), that best reflects your current level of satisfaction with that item.

A comments section has been included with each dimension for you to include additional thoughts and reflections after you have completed the exercise.

Dimension 1: Self-Discovery & Renewal
Level of spirituality
Commitment to personal core values
Self-maintenance and development activities
Personal focus and search for meaning
Development of new skills and interest
Comments:


Dimension 2: Financial and Legal Stewardship
Current financial resources
Future financial resources
Financial planning, goals and objectives
Relationship of other goals with financial resources
Asset and health care protetion
Comments:


Dimension 3: Health & Wellness
Diet and nutrition
Level of exercise/physical activity
Health appraisal
Goals and objectives
Factors affecting health (smoking, alcohol, drugs, etc.)
Comments:


Dimension 4: Meaning & Purpose—Continuing to Contribute
Volunteer activities
Working—full or part time
Service organization involvement
Family support and involvement
Feeling of meaning and purpose
Comments:


Dimension 5: Staying Sharp—Mental Fitness
Continuing to learn
Self-esteem
Exploring new opportunities
Future outlook
Personal Goals and objectives
Comments:


Dimension 6: Relationships
Quality of interactions with family members
Quantity of interactions with family members
Quality of interactions with others
Quantity of interactions with others
Connections with other groups
Comments:


Dimension 7: Peak Experiences
Hobbies
Travel
Sports and related activities
Cultural activities
Clubs, associations, group membership
Comments:


Dimension 8: Home Base
Geographical preference
Suitability/type of residence
Access to resources and activities
Climate
Congruity with financial resources
Comments:


Scoring

Dimension Total Score Avg. Score (Total ÷ 5)
1. Self Discovery & Renewal
2. Financial & Legal Stewardship
3. Health & Wellness
4. Continuing to Contribute
5. Mental Fitness
6. Relationships
7. Peak Experiences
8. Home Base

Print the chart below and plot your Average Satisfaction Scores.

Connect the dots with straight lines to complete your line chart.
SOURCE: Eckerd College. 2005. Charting Your Course to Successful Retirement(http://www.eckerd.edu/lifelong/ index.php?f=home; retrieved March 31, 2005). Copyright ©2005 Eckerd College. Reprinted with permission.