Retirement Readiness Quiz

1
Imagine tomorrow is your first day of retirement. Which response comes closest to how you think you would feel?
I'm nervous but excited about this next chapter
I cannot wait to do X, Y, & Z
I feel uneasy because my work is such a big part of who I am
I'm going to feel so much relief and have the most relaxing day
2
How clear is your current plan for monthly retirement income?
I'm not sure where my income will come from in retirement
I have a general idea, but no clear plan
I have a written plan showing exact details
3
Which option best describes your confidence in knowing how much you can safely spend each year in retirement?
I don't know what my sustainable spending amount is
I have a general idea but haven’t stress-tested it
I understand my projected spending capacity and how it adjusts over time
4
How do you think you would handle a 20% market drop during your first year of retirement?
I believe everything would be fine, but I'm not sure
I would likely reduce spending, go back to work, or feel extremely anxious
I have a strategy designed to support income through market ups and downs
5
How well do you understand how taxes may affect your retirement income?
I understand some tax issues but not how they might affect my income
I haven't considered taxes in retirement
I understand how taxes impact my income strategy
6
Your Retirement Readiness Score (0-10)👇 Your Score Below - Click > for Results Explanation
7
Explanation of your results:

0-4 = EARLY PLANNING STAGE

This score suggests you're at the beginning of turning retirement from an idea into a plan. You have significant room to improve your confidence, knowledge, and your plan. If retirement feels daunting today, that feeling can shift as your understanding and plan take shape.

If you'd like a complimentary review of your retirement plan done by a CFP® Professional, please share your preferred contact information on the next page (optional).

Disclosure: This Retirement Readiness Score is an educational self-assessment and should not be relied upon as financial advice. It does not account for your complete financial picture and does not represent a recommendation or guarantee.
8
Explanation of your results:

5-7 = IN PROGRESS

This score indicates you've already put meaningful thought into your retirement planning. You likely understand key concepts and have taken steps toward building a solid plan. What may still feel overwhelming at this point is figuring out how to put all of the pieces together strategically to maximize your plan.

If you'd like a complimentary review of your retirement plan done by a CFP® Professional, please share your preferred contact information on the next page (optional).

Disclosure: This Retirement Readiness Score is an educational self-assessment and should not be relied upon as financial advice. It does not account for your complete financial picture and does not represent a recommendation or guarantee.
9
Explanation of your results:

8-10 = STRONG FOUNDATION

This score shows you've built a solid foundation for a well-thought-out retirement plan. You likely have clarity around the key pieces of your retirement puzzle and are in a strong position to bring everything together. Compared to most people, you're ahead in building an intentional, organized retirement plan.

If you'd like a complimentary review of your retirement plan done by a CFP® Professional, please share your preferred contact information on the next page (optional).

Disclosure: This Retirement Readiness Score is an educational self-assessment and should not be relied upon as financial advice. It does not account for your complete financial picture and does not represent a recommendation or guarantee.
10
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