The Retirement Checkup™
You know the retirement you want. Now see where you stand.
Whether your plan is finished, half-built, or not started — seven questions give you a 0–100 Readiness Score and where to focus first.
No email needed to see your score.
Retirement Made Clear is educational. Your score reflects the answers you give — not a financial plan, a projection, or advice.
Common questions
About the Retirement Checkup™
What is the Retirement Checkup™?
The Retirement Checkup™ is a free self-assessment from Retirement Made Clear. Seven one-tap questions produce a 0–100 readiness score split across four pillars: Income, Taxes, Resilience and Clarity. The result names the open decisions your answers point to and explains what each pillar means for a retirement plan. It works whether your plan is finished, half-built or not started.
How long does the Retirement Checkup™ take?
About two minutes. There are seven questions, each answered with a single tap, and no documents to find. Where a figure is asked for, such as how much has been set aside for retirement, a ballpark range is fine. The score, the four pillar bars and every explanation appear on screen as soon as you answer the last question.
What do the four pillars measure?
Income looks at where your retirement paycheck will come from and how the sources fit together. Taxes asks whether you know which accounts you would draw from first, often the most overlooked lever. Resilience considers your savings and how a plan would hold up if markets fell early in retirement. Clarity reflects your timeline and the support you have. The lowest pillar is usually a sensible place to start.
Do I need to give my email to see my score?
No. The Checkup is free, and the full result, including the score, all four pillars and every explanation, shows on screen without a name, email or phone number. Contact details are asked for only if you choose to book a conversation afterward, and then only in the booking form itself. Nothing in the result is held back for an email address.
What happens to my Checkup answers?
Your score is calculated in your browser. Your answers are not attached to your name unless you book a conversation; in that case, they travel with the booking so the advisor can prepare. If you accept analytics cookies, those tools receive only general events, such as a score range, never your individual answers. Personal information is never sold.
Is my Checkup score financial advice?
No. The score is an educational self-assessment that reflects only the answers you give. It is not a financial plan, a projection of future results or a recommendation to act. Its job is to show where you stand today and which questions are worth asking next, whether you explore them in the guides or with a qualified professional.