Broker Check

Retirement Readiness Assessment

This tool is for people who've saved well, are nearing retirement or recently retired, and want to know where they actually stand. If that's you, you're in the right place.

Retirement Readiness Intake Tidepool Wealth Strategies
Your Retirement Picture
A clear, step-by-step look at where you are and where you're headed.
Contact
Position
Cash Flow
Retirement
Review
Let's start with you.
All information is kept strictly confidential and used only to prepare your retirement picture.
Where do you stand today?
Estimates are fine. We'll work through the details together this gives us a starting map.
Investment & Retirement Assets
Other Assets
Liabilities
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How does the money move?
Annual figures. Estimates are fine we'll sharpen these together in our first meeting.
Annual Income
Annual Savings & Contributions
Total going in each year across all accounts.
Major Expenses
Annual only
Enter yearly totals not monthly. The tally panel to the right shows both for reference.
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What does retirement look like?
These assumptions drive the live analysis. Adjust until the picture feels honest there are no wrong answers here.
Income & Timing
What you earn today the baseline for your replacement calculation.
Most pre-retirees land between 70% and 85%.
From today until you stop working.
6% to 7% is a common planning assumption for a balanced portfolio.
Social Security & Phase Planning
The gap between your retirement date and when Social Security begins affects how much you need to fund on your own.
Gap between retirement date and when you claim Social Security.
Years from SS start to end of your planning horizon. 25 to 30 years is a typical assumption.
Run your estimate at ssa.gov.
PERS, annuity, rental, or other income before SS begins.
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Your retirement picture.
Review your information below. This summary will be sent to Tidepool when you submit.
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You're on your way.
Your retirement picture is in Phillip's hands. Expect to hear from the Tidepool team within one business day.
Schedule a Meeting
Preparing for
Net Worth
Annual Income
Annual Savings
Savings Rate
Retirement Target
Projected Portfolio
Surplus / Shortfall

Updates as you fill in the form. Simplified illustration not a guarantee of results.