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Retirement Readiness AssessmentRetirement readiness

Answer 12 questions about your retirement goal, how you save, where your retirement income will come from and how well your plan is protected. You'll get a score for each area and the first gap to close.

How it works

  • 4 sections with questions
  • Answer each question to see your result
  • See your results at the end

About the Retirement Readiness Assessment template

For financial planners and retirement advisors. Scores the retirement goal, saving habits, future income and how well the plan is protected, sends people on course to book a plan review and shows everyone else the first gap to close.

Use this template free

No credit card required. Customize questions, scoring, and results after signup.

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