First Name

Last Name

Email *

Phone *

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Where are you in your retirement journey?

Less than 1 year away

1 - 2 years away

3 - 5 years away

5+ years away

I’m already retired

Which age range best describes you?

Under 50

50 - 57

58 - 62

63 - 70

71+

What’s motivating you to think about retirement right now?

I’m retiring soon and feel anxious or overwhelmed

I’m already retired and want to make sure my money lasts

I’m preparing for retirement and want to learn smart strategies

I’m still years away and just enjoy learning about finances

Roughly how much have you saved or invested for retirement? (Including 401k, IRA, etc.)

Less than $250K

$250K–$499K

$500K–$999K

$1M–$2M

Over $2M

Which of these best describes your current situation?

Married

Single

Divorced / Widowed

How secure do you feel about your retirement finances today?

Completely secure – I know I’m set

Somewhat secure – I have a plan, but need guidance

Not very secure – I’m worried I’ll run out of money

I’m just starting to explore/figure things out

When you think about retirement, what worries you? (Check all that apply)

Running out of money

Paying too much in taxes

The stock market / inflation

Not knowing where to start

I’m not worried

How prepared do you feel for unexpected expenses (medical, long-term care, etc.)?

Fully Prepared

Somewhat prepared

Not prepared

Haven't thought about it

Which of these would make your retirement feel more secure, stress-free, and confident? (Check all that apply)

Someone to help me manage and grow my retirement

A clear, step-by-step retirement income plan

Lower stress about money overall

Confidence that I won’t run out of money

Resources to learn how to plan on my own

Have you ever had help creating a retirement plan?

No, never — I need help

Yes, but it’s been a while / I want more guidance

Yes, and I’m happy with it

I’m satisfied researching or exploring it myself

How soon would you like to get professional guidance on your retirement plan?

Immediately — I need help now

Within the next few months

Maybe in a year or two

I’m just exploring for now

How involved do you want to be in managing your money during retirement?

I’d rather delegate to a trusted expert

I like to collaborate and stay informed

I prefer doing it myself

Retirement Readiness Score