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Reports are generated using a propriety scoring system designed by 3 leading CFP® professionals. No two reports are the same. Your report is personalized for you based on your responses.
Retirement readiness scores
in six key planning categories
Exclusive resources and content
to empower you in your retirement journey
A suggested Navigator
with expertise in your specific areas of need
Answer 20 questions about retirement
Test your retirement preparation and knowledge
Receive a holistic, personalized, and unbiased report
Watch how it was created
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