Financial Fitness Score Cards
Retirement Readiness Score
Your results provide a directional view of your retirement readiness and are intended as a starting point for a conversation with your advisor.
When you started or plan to start investing for retirement.
Your target monthly retirement income.
The percentage of your monthly income invested for retirement.
Your current retirement portfolio diversification.
Your preparation for healthcare expenses during retirement.
Whether you have a documented retirement plan with defined goals.
How prepared your retirement plan is for inflation.
How long your retirement corpus is planned to last.
