Income Planning Assessment

Complete the questions below and we'll prepare your customized income planning assessment

and checklist showing the strengths and opportunities in your plan

Section 1: Your Relationship with Money

Let's start by exploring how you feel about your financial future, because confidence is just as important as the numbers.

Section 2: Your Life Stage & Financial Foundation

These questions help us tailor your assessment and insights to your specific situation.

Section 3: Lifestyle & Retirement Dreams

Retirement isn't just about math—it's about how you want to spend your time and energy in retirement.

Section 4: Investment Planning & Risk

These questions help evaluate how your current assets are positioned to support your dreams.

Section 5: Income Planning & Distribution Strategy

Creating a paycheck in retirement requires a strategy — not just withdrawals when you need them.

Section 6: Social Security & Tax Planning

Social Security and taxes are two major factors in retirement income — and two of the most commonly misunderstood.

Section 7: Caregiving, Longevity & Healthcare

Women outlive men by an average of 5 to 6 years, are more likely to need long-term care, and are disproportionately the family caregiver. Your plan must account for all three.

Section 8: Widowhood & Survivor Protection

A secure retirement means having guaranteed income that you cannot outlive, even if a spouse were to pass away.

Section 9: Your Professional Advice Experience

The financial industry has a history of underserving women. We want to know about your experience.

Educational Content Disclaimer: All content provided by The Retirement Institute, including on this website, in our courses, and from our instructors, is for informational and educational purposes only. The Retirement Institute is not a registered investment advisor, broker-dealer, or financial services firm, and does not operate as a financial fiduciary.

The information presented is not intended as, and should not be construed as, personalized financial, investment, legal, or tax advice. Any strategies, examples, or case studies are for illustrative purposes only. We make no guarantees as to the accuracy, suitability, or completeness of any information, nor do we guarantee any specific outcome or financial result. You should consult with a qualified and licensed professional, such as a financial advisor, CPA, or attorney, who can evaluate your individual circumstances before making any financial decisions based on the content you consume.