• Retirement Readiness Index (RRI)

    Diagnostic quiz for your retirement readiness across finances, identity, relationships, and lifestyle.
  • “Security funds retirement, but emotional readiness shapes the experience”.

    How ready are you to retire?”

    Retirement readiness isn’t just about age or money. It’s also a major transition in identity and purpose, one that requires clarity, confidence and planning to successfully navigate this next stage of life.

    It’s a scary step and normal to have concerns about how it will affect your lifestyle, day-to-day activities, social circle and health. That’s why looking beyond financial security is so important. Being emotionally ready, setting your intention and planning for unforeseen events, is what will make the difference between just surviving and thriving. 

    Have you thought about how ready you are to embrace this next chapter?

    Take the quiz below to help you clarify where you’re at across all the important markers for retirement.  

    There are no right or wrong answers, but the questions will help you identify areas you may not have thought of. You will receive an online report, which will highlight the areas you need to pay more attention to, to ensure that this next phase of your life, (which you’ve worked so hard to reach), is indeed all that you hoped it would be!

  • Financial Confidence

  • I understand where my retirement income will come from.*
  • I have stress-tested my financial plan for unexpected events.*
  • I feel confident I can cover my essential expenses long term.*
  • I know how my spending may change in retirement.*
  • I trust my financial plan enough to stop earning a salary.*
  • Identity & Psychological Readiness

  • My identity is not solely defined by my job or profession.*
  • I can clearly describe what I am moving toward in retirement.*
  • I feel more curiosity than fear about stopping work.*
  • I have meaningful interests outside of my career.*
  • I feel a sense of completion for my professional role.*
  • Social & Relational Readiness

  • I have strong relationships outside of work.*
  • I am intentional about maintaining and growing my social world.*
  • I have discussed retirement expectations with my partner/family.*
  • I won’t rely on one person to meet all my social needs.*
  • I feel confident about how my daily interactions will change.*
  • Lifestyle & Structure Readiness

  • I know how I function without imposed work structure.*
  • I have experimented with extended time off or reduced hours.*
  • I can design my own weekly rhythm.*
  • I have 2–3 meaningful pursuits I want to explore.*
  • I have thought about how I want my days to feel.*
  • Should be Empty: