If uncertainty and fears about retirement are weighing on you, and you're worried it might not be achievable, this assessment is for you.

You know you should be doing something about retirement. But every time you try to figure it out on your own, you're left with more questions than answers.

Am I doing enough? Are you on track? What should I be focusing on right now?

The truth is: you don't need another generic calculator or advice. You need someone who will look at YOUR specific situation, your numbers, your goals, your challenges and tell you exactly where you stand and what to do next.

Think of the Retirement Ready Assessment as presenting your financial health to a specialist for an in-depth diagnosis and provided tailored solutions.

This isn't a computer algorithm. This is me, personally reviewing everything you share and recording a custom video walking you through what I see, looking at it all, the good, the gaps, and the opportunities you're missing.

You'll get clear insights into how retirement can be possible.

What You’ll Get Inside the Retirement Ready Assessment

1. A Clear Financial Snapshot
We’ll start by looking at what your numbers are really saying. I’ll walk you through your current financial picture so you can finally see where you stand with complete clarity and no judgment. Because you can’t move forward until you can see the full picture.

2. Insight Into the Gaps
Next, I’ll help you identify what’s holding you back whether it’s savings shortfalls, overspending patterns, or unclear priorities so you can understand what needs attention before it becomes a bigger problem.

3. Targeted, Actionable Steps
Once we know what’s standing in your way, I’ll outline practical steps and options tailored to your situation. These aren’t vague “shoulds” they’re specific, doable actions designed to create quick wins and visible progress. Because progress fuels motivation and momentum.

4. Personalized Money Guidance Finally, we’ll bring it all together. From your savings strategy to debt payoff, cash flow, and mindset, you’ll see how each piece connects and where your focus should be next. No more piecing it together on your own, you’ll leave with clarity, direction, and confidence in your path forward.

This assessment gives you a real taste of my approach: personal, direct, and focused on making your specific situation better. You'll see firsthand how I think, how I analyze, and how I communicate.

No sales pitch, just value.

And here's the thing: you'll get this clarity whether you ever work with me again or not. That's how confident I am that you'll find this valuable.

This assessment is perfect if you:

Feel anxious or uncertain about whether retirement is actually achievable for you
Have been putting off "dealing with retirement" because it feels overwhelming
Want an expert opinion without the pressure of a long-term commitment
Need to know what to prioritize right now for the biggest impact

This isn't the right fit if you:
Just want to be told everything is fine (I'll give you the truth, even if it's uncomfortable)
Aren't willing to share your real financial numbers (Honesty provides the best clarity)
Want someone to just "handle everything" without your involvement
Unwilling to implement the steps I share (even the easy ones)

Get clarity, direction, and actionable steps for a fraction of the cost of a full financial plan.

You’ll finally see exactly where you stand, eliminating the overwhelm of guessing or circling back to “What should I do now?” With a clear starting point and personalized guidance, you can take confident, focused action that will be delivering you results in less than 30 days.

Ready to Take Action?

Get the Retirement Ready Assessment today and begin implementing progress in less than a week!