Retirement Preparedness Score

Are You Really Ready to Retire the Way You Want To?

Retirement isn’t just a finish line—it’s a new chapter. But will your finances support the life you envision?

With my Retirement Preparedness Score, you’ll get a clear, data-driven evaluation of how ready you are to retire—not just if you can retire, but whether you can do it on your terms. Whether you dream of traveling, downsizing, or simply living comfortably, this assessment measures how well your current financial situation aligns with your retirement goals.

✔️ Lifestyle-Based Planning to assess whether your savings match your vision
✔️ Income & Expense Analysis for retirement years, including inflation and healthcare
✔️ Gap Identification so you know what’s missing and how to fix it
✔️ Personalized Score & Action Plan to boost your readiness and confidence
✔️ Scenario Testing to help you plan for “what-ifs” and stay in control

You’ve worked a lifetime for this. Let’s make sure you retire with confidence—not questions.

Get your Retirement Preparedness Score today and take the first step toward a retirement you can truly enjoy.