I am pleased to offer you a new retirement readiness assessment tool I believe is the best on the market. It addresses the non-financial aspects for what’s next and provides personalized scores and actionable insights across 10 key well-being categories. See a sample of the Retirement Readiness Assessment.
The Retirement Readiness Assessment by the cutting-edge Retirement Innovation Lab provides a 32 page report with practical resources. For each of the 10 well-being categories there are:
- Recommended next steps
- Questions to explore
- Links to informative articles
- Book suggestions & thought leaders listed
This online tool is only available through qualified professionals in the coaching, and financial services industry. For the next month I am offering the assessment to my community and their friends for $39.00 (60% off). I will provide a refund if you’re not completely satisfied. See a sample of the Retirement Readiness Assessment by the Retirement Innovation Lab.
While I love coaching people who are in transitions – especially close to or after retirement – I want to provide this tool as a stand-alone resource. For me, doing the assessment brought up new areas of life planning that I hadn’t thought about.
Take action regarding what’s next and let the Retirement Readiness Assessment be your navigation tool.
Not Retired or Retired… You’re Covered
There is another similar tool called the Retirement Wellbeing Assessment – for those who have already retired. When you email me to order your online assessment, let me know if you are still working or if you’re already retired so I can send you the most appropriate assessment.
I accept Venmo, Zelle or PayPal. To receive the assessment, send a message from my Contact Page and tell me which assessment you want (not yet retired or retired). I’ll then share my payment information with you. Once you’ve paid, I’ll send you an email with the password to access your assessment. As noted, get a full refund if you’re not satisfied with the self assessment tool!
