Retirement Readiness Score
Is your retirement plan actually coordinated?
Seven questions, about three minutes. You’ll get a score out of 70 and a plain-language read on where your plan is strong and where it’s exposed—across income, taxes, healthcare, and legacy.
Answer honestly—this is for you, not for us. There are no trick questions and no wrong answers, only a clearer picture of what to look at first.
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One last step
Where should we send your results?
You’ll see your score right away. We’ll also email you a copy with a short breakdown you can keep. Occasionally we send educational updates on retirement planning—no pitches, and you can unsubscribe with one click.
Your Readiness Score
Where to look first
A complimentary Explore meeting is the fastest way to pressure-test this. Bring your score—we’ll show you exactly what to do about each focus area, in person at any of our four Twin Cities offices or by video.
This score is an educational self-assessment, not financial advice, and does not consider your complete financial situation.