PHASE 2.0

Your AI-powered retirement well-being coach. Retirement is about much more than finances. PHASE helps you measure, understand, and improve the five areas that contribute to a fulfilling retirement: • Purpose
• Health
• Autonomy
• Stress
• Engagement Start by completing a short assessment to establish your personalized PHASE Score. From there, PHASE provides practical insights to help you build healthier habits and stay engaged. Features include: • Personalized Daily Brief
• PHASE Score Dashboard
• Age Group Comparison
• AI-generated Retirement Reports
• Monthly Family Report PDF
• HealthKit integration for steps and exercise
• Personalized reminders for birthdays and financial dates
• Local weather, retiree resources, volunteer opportunities, and news
• Quarterly reassessments to track long-term well-being PHASE is designed for retirees who want to stay active, connected, and purposeful throughout retirement. Unlock PHASE Pro with a one-time purchase to access advanced AI insights, reports, dashboards, and future feature updates.