When used appropriately, we have seen this Report Card help to significantly aid in preparing to Retire Happily Ever After
Your personalized report card score will be reviewed by a real live human which means your score is not instant. We ask for your email so we can send you the results of how we score your retirement plan.
If you are like many who feel like they are All Set and very well tended to, it will be our objective to affirm that to be true. If there are any areas that you may need to take note of based on your disposition or preferences, we will highlight those areas. What you decide to do with the feedback we give you is 100% your choice. After all, it is your stuff.