Retirement Readiness Quick Quiz

This quick quiz will help you discover how prepared you are for retirement — financially, emotionally, and lifestyle-wise.
You’ll find out whether you’re on track for the freedom you desire or if you could use more personalized guidance to create your ideal retirement plan.

Please fill in your information below and click Next to begin your assessment

Full Name

Email *

Phone *

What does “retirement” really mean to you now? *

Finally relaxing and enjoying life without stress

Starting a new chapter to explore passions and purpose

Slowing down and spending more time with family

I’m not sure yet — I’m still figuring that out

How confident do you feel about your financial readiness for retirement? *

Very confident — I’ve planned and saved well

Somewhat confident — I have a plan but need to refine it

Not confident — I need help creating a clear plan

I haven’t really started thinking about it

What’s one dream or goal you’ve been waiting to pursue in retirement? *

Traveling or exploring the world

Starting a business, nonprofit, or passion project

Spending more time with loved ones

Focusing on my health, hobbies, or personal growth

What’s your biggest concern about retirement right now? *

Running out of money

Losing purpose or motivation

Managing health and lifestyle changes

Not knowing where to start or who to trust

Who inspires you to live your best life in this next season? *

A family member or close friend

A mentor, coach, or leader I look up to

A public figure or someone in my community

I’m still looking for inspiration

If you could design your ideal retirement lifestyle, what would it look like? *

Peaceful and simple — enjoying each day

Purpose-driven — giving back and staying active

Adventurous — travel, learning, and experiences

Balanced — a mix of freedom, fun, and financial security