A precision assessment that reveals where your retirement strategy is solid — and where the
structural gaps are. Engineered by financial advisors. Calibrated for clarity.
12Questions
2 minTo Complete
0–165Point Scale
No credit card. No spam.
Confidential.
Question 01
How old are you?
Your age helps us calibrate the time horizon for your retirement strategy.
Question 02
When do you want to retire?
Your timeline shapes the strategy — different horizons require different structures.
Question 03
What's your household income?
Annual gross income — used to calculate your savings capacity and tax-planning leverage.
Question 04
How much have you saved for retirement?
Combined balance across 401(k), IRAs, brokerage, and other retirement accounts.
Question 05
What percentage of income do you save?
Annual savings rate including 401(k) contributions, IRAs, and after-tax investments.
Question 06
Do you have a written financial plan?
A documented plan that addresses retirement, taxes, investments, and contingencies.
Question 07
How confident are you in your plan?
Your honest assessment of whether your current strategy will get you where you want to
go.
Question 08
How is your debt situation?
Excluding mortgage — credit cards, student loans, auto loans, and other consumer debt.
Question 09
What insurance coverage do you have?
Life, disability, and long-term care — protecting your earnings and your family's
financial future.
Question 10
Have you worked with a financial advisor?
Past or current professional guidance on your wealth and retirement strategy.
Question 11
Which of the following best describes your household?
This helps us understand the complexity and scale of your planning needs.
Question 12
What's your biggest financial concern?
Select all that apply — this helps us focus your personalized recommendations.
Final Step
Where should we send your results?
Your personalized score and recommendations are ready. We'll send a copy to your email so
you can refer back to it anytime.
Your information is confidential and never shared. We'll only use this to deliver your results and (with
your permission) discuss your strategy.
0
Calculating Your Score
Analyzing your responses against retirement benchmarks
Scoring
Analyzing
Personalizing
Your Results
For Matthew Stubblefield
0
out of 165
Your Personalized Recommendations
Next Step
Ready to build the structure?
Book a complimentary, no-obligation strategy call with Matthew. We'll review your score in
detail and identify the highest-leverage adjustments for your situation.