MY NEXT PHASE
Preparing for a successful retirement requires more than financial planning – it requires figuring out what to do with the rest of your life. My Next Phase offers a range of personality-tailored guidance tools for planning your unique retirement transition.
Services
Logo Design
Sales Literature
Tagline
Book Cover Design
Web Design
Situation:
One of the founders of this company realized, upon retiring with a hefty nest egg, that financial security is not, in itself, a fulfilling retirement plan. After consulting with his brother (a clinical psychologist in Westport, CT) and a good friend (an academic psychologist in Knoxville, TN), the three decided to create an interactive, personality-based, non-financial retirement planning tool for Baby Boomers.
KEY INSIGHT:
People generally avoid thinking about retirement. Or they limit their thinking to a financial plan. When confronted, what they desire most is clarity. Significant others, financial advisors and HR personnel are key influencers.
SOLUTION:
Interdisciplinary collaboration guided by a focused Brand Strategy, which in turn led to an integrated set of communication tools (logo, Information Architecture, web design, ghostwriting, promotional materials, Google landing pages, teaser site, a hardcover book and seminar materials).
RESULTS:
Media recognition (Wall Street Journal, BusinessWeek, New York Times, etc.), corporate contracts (Pitney Bowes, Methodist Healthcare), and negotiations for strategic alliances with four major financial service companies.
