This scorecard was developed to quickly produce a financial and mental readiness score based on your answers. In under 2 minutes you will generate results with a tailored action plan on how to improve. Just some simple yes/no questions to set you off on your retirement journey!
Understanding what you've accumulated towards retirement and if it will be enough to support you for the rest of your life.
Understanding what retirement will cost and surprise costs that might come up. Eliminating ongoing obligations to improve retirement cash flow.
Feeling confident in knowing you're ready and how you will spend your time is just as important as knowing you're financially ready.
No one expects unforeseen circumstances to happen but if they do, it's great to know that you are covered.
