Find your bearings.
A nine-domain readiness assessment for the people approaching retirement — and the years after. Money is just one of them.
The nine domains
Most retirement tools answer the wrong question.
Calculators tell you when you can afford to stop working. They do not tell you what to do on the Tuesday morning after you do.
The hardest part of the transition isn't the money — it's the loss of structure, identity, and purpose the money planning conveniently ignores.
Bearings is the integrative dashboard for the rest of it. Self-assessment across nine domains, goals you actually believe in, and progress you can see over time. Evidence-based. Quiet. Yours.
Nine domains.
One coherent view.
Money
Income, drawdown, taxes, pensions — the math behind the rest.
Work
Winding down, leaning in, or pivoting entirely.
Body
Bones, brain, energy — and the cost of caring for all three.
Place
Where you'll actually live, and the question behind it.
People
Partners, children, friends — the ones you'll need and the ones who'll need you.
Time
What you'll do with the hours you've just been given back.
Meaning
Identity, purpose, the question of what it's all for.
Legacy
Estate, giving, what you leave behind and who carries it.
Succession
If you own a business, the exit deserves a plan.
How it works.
Assess where you stand
About thirty-six questions across the nine domains. We may ask a few more where it matters. You get a readiness score per domain and an overall picture.
Set goals that matter to you
We recommend a small number of meaningful next steps tied to your lowest-scoring domains. You decide what to commit to.
Track progress over time
Quiet, regular check-ins. Retake the assessment to see how you've moved. No streak shaming. No noise.
The integrative dashboard for the rest of retirement.
Whole-life, not just whole-portfolio
Money matters, but it's one of nine. We're the only tool that takes the other eight seriously.
Built with care, honest about its limits
Nine domains, drawn from the real texture of the retirement transition. A considered framework, not a clinical instrument — and one we intend to ground more formally over time.
Private by default
Your data is yours. Row-level security on every record. No selling, no sharing, no surprises.
Free to start.
A little more if you want more.
For getting your bearings.
- Full readiness assessment, one-time
- Personal dashboard with radar view
- Up to 3 active goals
- Weekly journal with mood tracking
- Free articles in the library
For going deeper.
- Everything in Free
- Quarterly re-assessment with trend analysis
- Unlimited goals
- Daily journal with pattern insights
- Full library and downloadable workbooks
- Scenario modelling (early/late retirement)