Chapter 3
Welcome to the Chapter 3 Project
Thriving Into Your 90s And Beyond: A Strategic Approach To Successful Aging
We aim for thriving longevity by focusing on the harmony of health, wealth, and purpose in your life. Here you will find useful information, resources, and a variety of Chapter 3 inspiration.
What is Chapter 3?
It's a healthier, more optimistic alternative to conventional retirement.
Chapter 3 is founded on the belief that leading a healthy, productive life doesn't have to end at 65 or 70 or any other number. It sees this stage of life as brimming with positive potential for you, your family, and your community.
Where conventional retirement expects you to slow down and step away, Chapter 3 encourages you to aim for thriving longevity.
Ultimately, Chapter 3 is a choice:
Are you tired of life and ready to wrap things up? Or would you like to keep going?
What Will Your Story Look Like?
Chapter 3 is the result of viewing each and every life as a unique and unrepeatable story-a story that evolves over three distinct chapters. While the grand details of your life are particular to you- the people, the places, the things- the nature of the story is more universal.
Chapter 1: The Formative Years
Here we learn about the world and how it works. This chapter includes our school years and early careers. We try to find our footing in the world.
Chapter 2: The Building Years
In building our families, careers, and wealth, we apply our learnings as we continue to develop and grow, both personally and professionally.
Chapter 3: Financial lndependence & The Choice
You no longer have to work. Conventionally-speaking, you can retire. But do you want to? Many who are of retirement-age actually feel much younger and know they can still contribute. You may not be ready to be put out to pasture. You are ready for more- new goals and challenges. You're ready for what we call The Extended Journey.
The Chapter 3 choice essentially boils down to this decision: Beginning, Middle, End.
OR Beginning, Middle, Encore. The Chapter 3 Project exists to support and encourage those who make a certain choice.
Chapter 3 prepares clients for thriving longevity by focusing on its core elements:
Health, Wealth and Purpose.
Health: Our Primary Wealth
Thriving longevity is not possible without a healthy lifestyle. Fortunately, we can be proactive and take control of our health.
Wealth: Security, Opportunity and Flexibility
The role of your wealth management team is to highlight planning and investment strategies to ensure your financial resources will be there in your Extended Journey.
Purpose: Inspired Longevity in Retirement
We are hard-wired for purpose-- it is literally in our genes. Studies show that pursuing a purpose extends our "health-span."