See Retirement from Every Angle—Not Just the Financial One
Get a complete snapshot of your retirement readiness in minutes.
Most retirement tools focus only on money—but as I've learned, life after work is about so much more. The Retirement Readiness Index is a free, research-backed self-assessment designed for high-achieving professionals approaching retirement who want to feel genuinely prepared.
In just a few minutes, you'll see your personalized scores across eight key areas:
- Identity
- Purpose
- Emotional Readiness
- Relationships
- Lifestyle
- Well-being
- Financial Confidence
- Curiosity and Reinvention
Built by an experienced retirement transition coach (find me here), this unique scorecard goes beyond the numbers to help you reflect, identify strengths and spot where you might benefit from more support as you step into the biggest career transition of your life.
Over 70% of retirees say emotional and social changes are as challenging as (if not more than) financial planning. With this assessment, you'll get the clarity and confidence you deserve before you make the leap. Your results are private, practical and easy to understand.
If you want to retire with clarity and purpose, take the next step toward a purposeful, fulfilling post-work life and start the Retirement Readiness Index now.
Your Retirement Readiness Profile:
8 Dimensions That Matter
Identity
How well you see yourself and adapt to changes in your sense of self after leaving work.
Purpose
Your clarity about what gives your life meaning and direction in retirement.
Emotional Readiness
Your ability to navigate the feelings, worries, and excitement that come with this big life transition.
Relationships
The strength and support of your social and family connections as you enter retirement.
Lifestyle
How prepared you are with daily routines, activities and structure beyond your career.
Wellbeing
Your overall physical and mental health habits for a vibrant retirement.
Financial Confidence
How confident you feel about your financial security and resources for the years ahead.
Curiosity and Reinvention
Your readiness to explore, learn and reinvent yourself for a fulfilling next chapter.
