Retirement Goal Planning System®

Retirement planning can be less stressful if you make it more personal. Start your journey right by rethinking your goals, what you value most and what you may be missing. This free, science-based app can help guide you to a more successful retirement in 7 steps.

The Retirement Goal Planning System® offers a new kind of “thinking tool” to help you break down a complex problem like retirement into a series of manageable “thinking steps.” Each step addresses specific challenges identified by the field of behavioral finance—where finance and psychology meet.

Here are four reasons why you should try the Retirement Goal Planning System® to inform your retirement planning:

1) It’s designed to help you think better about your retirement, make better decisions and potentially achieve better outcomes.

2) It’s a step-by-step, science-based process grounded in the latest research from behavioral finance, decision science and psychology.

3) You can use the free, easy-to-follow app on your own, but it’s even better to use it with a financial professional to translate your goals into an effective financial strategy.

4) The app goes hand-in-hand with a new book—“Thinking Smarter: Seven Steps to Your Fulfilling Retirement...And Life” by Shlomo Benartzi—that explores the science behind the system.




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Now supporting iOS 9.