The Women's Planning Assessment
Your Women's Planning Assessment will reveal how you score in each of the critical areas of retirement planning unique to women — including longevity, future healthcare costs, survivor income, caregiving impact, and more. It will also provide you with recommended next action steps to help you improve your scores where needed and build a retirement plan that better protects your future.
The assessment covers straightforward questions about your relationship with money, your current life stage, long-term care preferences, readiness for solo aging, and more. No financial jargon, no trick questions — just an honest look at where you stand today.
What You'll Receive:
Your Protection Scores — Clear, easy to read metrics showing how well your current plan accounts for the unique risks women face — and where gaps may exist that could leave you financially vulnerable.
Your Personalized Findings — Each section will also provide a brief analysis of not only the strengths, but also any gaps or vulnerabilities in your plan, including the impact of potential market volatility, future loss of a spouse or spousal income (if married), long-term care, caring for a parent or adult child, and more.
Your Next Steps Checklist — You'll also receive a prioritized list of actionable strategies and next steps to help you strengthen your plan.
Whether you are currently married, widowed, divorced, or single, this women's assessment is designed to give you greater clarity, insight, and confidence in your retirement plan.
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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.