The Retirement Readiness Quiz

The clearest picture of your retirement. In five minutes.

24 questions. A personalized 20+ page analysis. Your readiness score, your blind spots, and one matched advisor, warm introduction included. All free.

What it measures

Five dimensions. One clear score.

24 questions. About five minutes. We measure your income, longevity runway, tax exposure, risk alignment, and planning foundation, then generate a 20+ page personalized analysis with your score, your blind spots, and your matched advisor.

5Minutes
24Questions
20+Pages
$0Cost
  • Your Retirement Readiness Score (0–100)
  • 5-dimension breakdown: Income, Longevity, Risk, Tax, Planning
  • Three blind spots most retirement plans miss
  • One matched advisor, warm introduction from Alyssa
72/ 100
Yellow tier
Specific areas deserve attention.
Where your 72 points came from
Income Coverage
95
Risk Alignment
42
Tax Exposure
30
Longevity Runway
95
Planning Foundation
25
Who this is for

If any of these sound like you, take the quiz.

Pre-retiree

Within 5 years of retiring.

You're staring down the decision. You want to know whether the plan you've built actually holds up, before the paycheck stops.

Take the quiz
Already retired

Retired, no written plan.

You made it. But no one has given you a clear picture of how long the money lasts, what taxes take, or where the quiet gaps are.

Take the quiz
Second opinion

You want a second set of eyes.

You already have an advisor. You want to know if the advice you're getting is actually the right advice, from someone who isn't selling you anything.

Take the quiz
Your next five minutes

See the picture of your retirement.

Free. Five minutes. A 20+ page personalized analysis and a matched advisor introduction.

5
Minutes
20+
Pages
$0
Cost