How Clear Is Your Retirement Plan?
Take the 5-minute Retirement Confidence Assessment
For people within 10 years of retirement and recent retirees who want to revisit their plan.
Answer 25 statements across five planning areas. You’ll receive a Retirement Confidence Score and a breakdown of which parts of your plan feel clear and which may leave questions to explore
It takes about 5 minutes. You’ll be asked for your email address to receive your score and results summary. No account statements or investment information required.
Billy Hope, MBA
You may have saved consistently for decades. One question can still remain:
Am I actually ready to retire?
It’s not just about how much you’ve saved. It’s also whether the major parts of your retirement plan have been considered together.
- Will your income arrive when you expect it?
- Have taxes on withdrawals been considered?
- Does your investment approach reflect your retirement timeline?
- If you’re planning with someone, are you working from the same assumptions?
You may feel clear about some of these questions and less certain about others. The assessment can help you see where you might want to take a closer look.
What the assessment covers
You’ll rate 25 statements across five areas:
- Retirement income
- Taxes and withdrawals
- Investment risk
- Retirement timing
- Coordination between the pieces
At the end, you’ll receive a Retirement Confidence Score out of 100, along with a breakdown by planning area.
What your score means
The score is not a grade on your wealth or a prediction of whether you can retire. It reflects how clearly you feel the major parts of your plan have been considered together.
Your category breakdown may be more useful than the overall number. It can help you identify which topics feel clear and which questions you may want to explore further.
There are no right or wrong answers. The goal is clarity, not perfection.
How it works
- Answer a few introductory questions about your retirement timeline and planning situation.
- Rate 25 statements across the five planning areas.
- Enter your email address to receive your score and results summary.
- Review the areas you may want to explore further.
The assessment takes approximately five minutes. You don’t need account statements or investment information to complete it.
Who it’s for
The assessment is designed for people within approximately 10 years of retirement, as well as people who are already retired and want to revisit how their plan is working.
Individuals and couples are welcome. If you’re planning with a spouse or partner, you may each want to complete the assessment separately and compare your answers. Differences can point to useful questions to discuss.
See where your plan feels clear
You’ll be asked for your email address to receive your score and results summary.
Prefer to talk first? [Book a conversation] or call 440-287-5020.
Billy Hope, MBA
This assessment is for educational purposes only and does not constitute individualized financial advice.