A Clear Snapshot of Your Retirement Readiness

THRIVE Checkup

The THRIVE Checkup™ provides a structured way to identify concerns, uncover blind spots, and gain greater clarity across the six key areas that have the greatest impact on your retirement.

Start With the Checkup

Most people have concerns about certain aspects of retirement and fewer concerns about others. Taxes, healthcare costs, income reliability, market exposure, vitality, and legacy decisions all carry weight. But without stepping back to see the whole picture, it’s easy to overlook blind spots, miss important connections, or underestimate areas that deserve greater attention.

The THRIVE Checkup provides a structured way to identify concerns, uncover blind spots, and gain greater clarity across the six key areas that have the greatest impact on your retirement.

This isn’t a test. There is no score to pass or fail.

It's a reflection designed to help you identify concerns, uncover blind spots, and gain greater clarity about the decisions that matter most.

Take the Checkup

What the Checkup Measures

For each area, you’ll see a brief description of what clarity looks like. You’ll then rate your level of concern on a scale from 1 to 10. The number 7 is intentionally unavailable because meaningful reflection requires choosing between “this deserves attention” and “this feels strong.”
 
The result is a snapshot of where concerns may exist, where blind spots may be hiding, and where you already feel comfortable with your current planning.

How the Checkup Helps

  • See your retirement from a higher-level perspective
  • Identify concerns that may deserve greater attention
  • Uncover blind spots before they become costly mistakes
  • Clarify which areas warrant a closer look
  • Build confidence through greater clarity
  • View your retirement plan more objectively

What You Receive

After completing the THRIVE Checkup, you'll receive a personalized report designed to help you identify concerns, uncover blind spots, and gain greater clarity across the six THRIVE Areas.

  • Delivered to your inbox instantly
  • Organized by THRIVE Area
  • Simple to understand
  • Private and confidential
  • Yours to keep

Your report also includes practical next steps to help you address concerns, gain greater clarity, and move forward with confidence—whether you choose to continue your own research or connect with a THRIVE Certified™ Advisor to discuss your results.

Begin the THRIVE Checkup

A short, guided self-assessment designed to help you identify concerns, uncover blind spots, and gain greater clarity across the six THRIVE Areas that have the greatest impact on your retirement.

Checkup Signup