Every plan is personalized to your savings, income, spending, housing, and timeline.
Features | Snapshot | Plan | Playbook |
|---|---|---|---|
| Best for | Finding out if your target date is realistic | Within ten years and getting serious | Retiring with zero surprises |
| Get Snapshot | Get Plan | Get Playbook | |
| Number of Questions | 6 | 9 | 13 |
| Analysis Depth | Brief | Moderate | Extensive |
| Microsite | Summary site | Summary site with analysis | Summary site with analysis, checklist and calendar |
| Retirement Paths, Ranked 3-5 paths scored honestly for your savings, spending, and timeline | |||
| Readiness Gauges Dial gauges for savings coverage, income replacement, and timeline flexibility | |||
| Retirement Countdown Dated checklist from today through your target month and first year retired | |||
| Income Sources Social Security, withdrawals, pension, and work in honest monthly ranges | — | ||
| Social Security Timing Claiming at 62, full retirement age, or 70, compared for your situation | — | ||
| Savings Gap Current vs target on savings, contributions, debt, and buffer | — | ||
| Drawdown Sequencing Account types and the general order of withdrawals | — | — | |
| Housing & Location Stay, downsize, or relocate, with costs and timing | — | — | |
| Retirement Budget Monthly budget by category, scaled to your spending | — | — | |
| Risk Scenarios Market drops, forced early exits, longevity, and inflation, with triggers | — | — |
Finding out if your target date is realistic
6 questions • Brief analysis
Summary site
Within ten years and getting serious
9 questions • Moderate analysis
Summary site with analysis
Retiring with zero surprises
13 questions • Extensive analysis
Summary site with analysis, checklist and calendar