Am I Ready for Retirement?

Find Out With Our 2-Part Assessment.

See how you can enjoy a better, more intentional & financially secure retirement.

Part 1:

Take our free 5-minute (or so) quiz to self-test your readiness

Zip through our topical questions and receive a 15-page readiness report, along with access to a number of valuable resources. 

Part 2:

Apply to Get Your Retirement Success Score (RSS) Diagnostic

With the RSS Diagnostic, a Certified Financial Planner (CFP) will take a look “under the hood” of your retirement to assess any opportunities to improve your retirement outcome. 

Yes, I Want the Retirement Success Score

    What Happens After I Submit the Form?

    What's Included in the RSS?

    We’ll reach out to you after we receive your form submission above to notify you if we’re able to offer a complimentary RSS. If not, the RSS is only $197 (a tremendous value).

    In either case, we collect some basic financial information from you. A Certified Financial Planner (CFP) will assess any opportunities (and gaps) in your retirement income, investments and tax situation. You’ll then be scheduled for a chat with the CFP to get your Retirement Success Score and ask any questions you have. If you’d like to Get Her Done, apply for your Score today.

    This is What Success Looks Like

    • hr-bullet
      Income Maximization
    Concerns addressed:
    • Will I outlive my money?
    • How can I create an efficient & sustainable income for life?
    • What’s my 401k withdrawal strategy?
    • How do I maximize Social Security?
    • hr-bullet
      Investment Optimization
    Concerns addressed:
    • How should my pre-retirement portfolio change in retirement?
    • How do I protect my portfolio from market volatility, market downturns and inflation?
    • How do I balance protection and growth in my portfolio?
    • hr-bullet
      Tax Minimization

    Concerns addressed:

    • How do I reduce taxes in retirement as much as possible?
    • Can reducing taxes truly make my portfolio last 5-10 years longer?
    • How are my Social Security benefits taxed?
    • Should I do Roth Conversions?
    • How do I avoid IRMAA?


    Our fresh approach to financial wellness in retirement offers a collaborative planning platform that connects you with the content, people and solutions you need to create and implement a retirement plan you not only understand, but have 100% confidence in. You can live the retirement you’ve imagined. We’ll show you how. Services are offered to anyone, anywhere within the United States.

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