Elizabeth's story
Balancing money and purpose in retirement.
For Elizabeth, work was identity as much as income. Retirement raised difficult questions. Could her savings support her, and would she still feel purposeful without the role that had long defined her?
Caught between two retirement fears.
Work had always been woven into who Elizabeth was. As retirement approached, she felt pulled between two fears. She worried about stepping away too soon and losing her sense of purpose. She also worried about staying too long and missing the chance to live more freely. What she needed was more than simple projections. She needed clarity on how money and meaning could work together in the years ahead.
Elizabeth had built pensions and savings over time, but the figures alone could not answer the deeper question. Would what she had sustain both her lifestyle and her sense of self? Would she still have something meaningful to get up for each morning?
Through deeper conversations, Elizabeth realised that standard financial planning tools were only half the picture. Spreadsheets could never tell her whether the life she wanted would feel fulfilling. Using our TrueWealth Roadmap™, she was able to see the full shape of her future in a way that felt real and personal.
It helped her understand the life she wanted to build, the pace she wanted to live at, and how her resources could support both. It showed her not only whether she had enough to retire, but how she could stay connected to the activities, relationships and causes that gave her days meaning.
This clarity brought reassurance. Elizabeth saw that retirement was not an ending, but a transition into a life where she could travel with her partner, spend time with grandchildren and stay engaged in ways that mattered to her. She could design new routines and create a rhythm that combined security with purpose.
Purpose and security create lasting freedom.
Working with us, Elizabeth discovered that true confidence came from seeing how financial security and meaningful activity could support each other. With the TrueWealth Roadmap™ giving her a clear view of both, she understood that she had enough to live well and live purposefully. Her story shows that the strongest retirements are not only well funded, but are rich with what matters most every day.
