If you and your spouse are within five to ten years of retirement, you may be asking:

Are we actually ready?

Not just from a savings perspective, but from a coordination perspective.

Will our income work the way we expect?
Have we considered how taxes may affect withdrawals?
Is our investment approach aligned with our timeline?
Are we aligned as a couple about what comes next?

This Retirement Confidence Assessment is designed to help you think through those questions in a structured way.

It takes about seven minutes and provides an immediate Retirement Confidence Score.

There are no right or wrong answers.

The goal is clarity.

Most couples who complete this assessment typically score between 58 and 72.

This creates comparison framing without pressure.

Not ready for the assessment? You can start with a brief conversation.

This assessment is for educational purposes only and does not constitute individualized financial advice.