What is inside
Your Readiness Score.
0 to 100, across the 6 things an advisor checks first.
Your income picture.
What comes in every month when the paycheck stops, what goes out, and the gap between them, in real dollars.
How long your money lasts.
Your runway in years, including what a 2008-sized market drop would do to it.
Your blind spots.
The specific risks your answers surfaced, ranked by what they could cost you.
Seven chapters, in this order
S1Where You StandYour score, and the six pillars behind it
S2Your Retirement PaycheckWhat arrives each month against what leaves
S3Your Next Ten YearsEvery dated deadline, in order
S4The Three MovesThe three things that move your number most
S5The One Big ThingIf you do one thing, this is it
S6What This Report Cannot SeeStated plainly, plus the questions to ask
S7Your AdvisorWho you were matched with, and why
The report itself
Read Susan's report
This is a real report from our own engine, written for a sample retiree so nobody's actual answers are on display. It is the same report you get, in the same layout.
Trouble seeing it?Open the report in its own tab.