REALITY CHECK
Every 30 days you wait could cost you thousands in lost savings potential.
You’ve taken the first step. Now let’s make sure you never have to worry about your financial future again.”
Email
*
example@example.com
STEP 1: ABOUT YOU
The foundation of your future begins with today.
Current Age
*
Planned Retirement Age
*
STEP2: YOUR MONEY NOW
Where you stand today will shape what’s possible tomorrow.
Current Monthly Income
*
How much can you realistically save each month?
Current Retirement Savings
*
$0
Under $25K
$25K–$100K
$100K–$250K
$250K+
STEP 3: YOUR FUTURE POTENTIAL
The choices you make today decide if your retirement will be freedom or limitation.
Do You Expect to Still Have Debt in Retirement?
*
Yes
No
Not Sure
How Much Can You Save Monthly?
*
Lifestyle Goal in Retirement
*
Frugal
Comfortable
Luxury
✨ Here’s Your Retirement Snapshot ✨
Every year you wait, the gap grows — and your time to catch up shrinks.
STEP 4: REALITY CHECK
Here’s what your numbers reveal — and the gap you’ll need to close.
→ What you’ll have by retirement based on today’s savings + monthly contributions.
Total Retirement Savings
→ What that lump sum could pay you per month in retirement before debt adjustment.
Estimated Monthly Income
→ Your monthly income after the 15% debt drag.
Adjusted Monthly Income
→ What you actually need saved to support your chosen lifestyle.
Required Retirement Savings
→ How much more you need saved to meet that lifestyle target.
Gap to Close
Imagine being 70, still behind the chair, still taking clients, still hustling — not because you want to, but because you can’t afford to stop. That’s the path most service professionals are on. But you don’t have to be one of them.
Please verify that you are human
*
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