The Retirement Check-In
Your honest retirement snapshot
10 questions. About 10 minutes. No judgment, no jargon.
Before you start — this is your space, not a test.
There are no right or wrong answers here. Nobody is grading you. Your only job is to be honest about where you stand today — because that's the only place any real plan can start.
A lot of women come to this tool feeling behind, overwhelmed, or unsure where to even begin. That's exactly who it's built for. Understanding where you are right now is the first step toward building the retirement you actually want — or making your current plan even stronger.
When you finish all 10 questions, you'll get:
- Your overall retirement readiness score
- A clear look at your strongest areas — and where a little focus could make a big difference
- A suggested next step that's specific to your situation
Use this as your baseline. Every time you return, you'll see how far you've come.
How clear are you about the income sources you'll have in retirement (salary, pension, Social Security, rental income, part-time work)?
How would you describe your retirement savings (401(k)/401(a)/403(b)/457(b), IRAs, brokerage, CDs, etc.)?
What does your debt picture look like (credit cards, loans, mortgage, etc.) as you think about retirement?
How solid is your plan for where you'll live and what it will cost in retirement?
How prepared do you feel for Medicare, supplemental coverage, and ongoing healthcare costs?
If something unexpected hits (job loss, big repair, family need), how ready is your cash cushion?
How confident are you about when and how you'll claim Social Security and any pension benefits?
How clear are you about what daily life in retirement actually looks like for you?
How clear is your target retirement age and phased exit plan (full-time to part-time, etc.)?
If someone asked for your retirement plan, could you show it to them on paper or on screen?