Our story
Made so you get connected with the right advisor
Our story starts with our grandparents. We watched them work hard, save carefully, and still feel unsure and vulnerable when it came time to retire and make big financial decisions.
That experience showed us how confusing retirement can be—and how few people have a trusted, unbiased guide in that moment. The Retirement Readiness Quiz was created to change that: a simple way to see where you stand and, if you choose, connect with carefully vetted fiduciary advisors—the kind we’d trust with our own grandparents.
Our story
Made so you get connected with the right advisor
Our story starts with our grandparents. We watched them work hard, save carefully, and still feel unsure and vulnerable when it came time to retire and make big financial decisions.
That experience showed us how confusing retirement can be—and how few people have a trusted, unbiased guide in that moment. The Retirement Readiness Quiz was created to change that: a simple way to see where you stand and, if you choose, connect with carefully vetted fiduciary advisors—the kind we’d trust with our own grandparents.
Our story
Made so you get connected with the right advisor
Our story starts with our grandparents. We watched them work hard, save carefully, and still feel unsure and vulnerable when it came time to retire and make big financial decisions.
That experience showed us how confusing retirement can be—and how few people have a trusted, unbiased guide in that moment. The Retirement Readiness Quiz was created to change that: a simple way to see where you stand and, if you choose, connect with carefully vetted fiduciary advisors—the kind we’d trust with our own grandparents.
We want to hear form you
Putting you first
If you ever have a great or disappointing experience with one of our trusted advisors, we want to hear about it.
We review every case seriously, and if an advisor falls short of our standards, they will be removed from our program.
We want to hear form you
Putting you first
If you ever have a great or disappointing experience with one of our trusted advisors, we want to hear about it.
We review every case seriously, and if an advisor falls short of our standards, they will be removed from our program.
We want to hear form you
Putting you first
If you ever have a great or disappointing experience with one of our trusted advisors, we want to hear about it.
We review every case seriously, and if an advisor falls short of our standards, they will be removed from our program.
Our values
Principles that guide us
Put Your Interests First
Choose an advisor who acts as a fiduciary, is transparent about how they’re paid, and is willing to explain why they recommend anything in plain language.
Plan, Don’t Just Sell
The right advisor focuses on your overall plan—income, taxes, risk, health care, legacy—not just products or investments. Their goal should be long-term outcomes, not one-time transactions.
Communicates Clearly & Consistently
A good advisor listens more than they talk, answers questions without jargon, and is available when life changes. You should walk away from every conversation feeling heard, understood, and clear on next steps.
Our values
Principles that guide us
Put Your Interests First
Choose an advisor who acts as a fiduciary, is transparent about how they’re paid, and is willing to explain why they recommend anything in plain language.
Plan, Don’t Just Sell
The right advisor focuses on your overall plan—income, taxes, risk, health care, legacy—not just products or investments. Their goal should be long-term outcomes, not one-time transactions.
Communicates Clearly & Consistently
A good advisor listens more than they talk, answers questions without jargon, and is available when life changes. You should walk away from every conversation feeling heard, understood, and clear on next steps.
Our values
Principles that guide us
Put Your Interests First
Choose an advisor who acts as a fiduciary, is transparent about how they’re paid, and is willing to explain why they recommend anything in plain language.
Plan, Don’t Just Sell
The right advisor focuses on your overall plan—income, taxes, risk, health care, legacy—not just products or investments. Their goal should be long-term outcomes, not one-time transactions.
Communicates Clearly & Consistently
A good advisor listens more than they talk, answers questions without jargon, and is available when life changes. You should walk away from every conversation feeling heard, understood, and clear on next steps.
Our Story
How the Retirement Readiness quiz works
Our Story
How the Retirement Readiness quiz works
Our Story
How the Retirement Readiness quiz works