For Financial Advisors

A retirement profile,
not a clicked form.

A person who completes the free RetirementCheck101 analysis walks away with a complete, self-documented retirement profile — contribution gaps, plan types, income, horizon, and risk tolerance. A document they own and can bring to any professional they choose.

Stay in Touch See a Sample Profile →
12
Questionnaire sections in the free analysis
20min
Average time a prospect invests documenting their gap
The Documented Profile

What a completed analysis
actually contains.

A person who finishes the analysis walks away with a document, not a click. Here's what a completed profile looks like.

Sample Completed Profile
Age & Filing Status 57, Married Filing Jointly
Employment Type W-2 + 1099 SE income
Current Plan 401(k) — maxed at $24,500
Solo 401(k) Gap Identified $47,500 untapped (SE income)
IRA Eligibility Backdoor Roth — $7,500 (one spouse shown)
HSA Eligibility $9,750 available (family + 55+ catchup)
Retirement Horizon 7–10 years
Risk Profile Moderate-Aggressive
Future Events Noted Home sale in 3 yrs, inheritance expected
Total Annual Gap $64,750 in uncaptured tax advantage

Illustrative profile based on 2026 IRS limits. Actual data from completed questionnaire.

📋
12 sections of self-documented data Income type, employer plans, IRA eligibility, HSA status, self-employment, spouse, risk profile, and retirement horizon — all documented by the individual.
🎯
Specific gaps, not vague interest The profile quantifies the dollar value of each untapped tax-advantaged vehicle, so any conversation that follows starts from specifics.
Process

How the tool
works.

01

An individual completes the analysis

Anyone can work through the free 12-section RetirementCheck101 questionnaire — income, plan types, IRA and HSA eligibility, self-employment, spouse, risk profile, and horizon.

02

The tool produces a documented profile

The analysis quantifies each contribution gap in dollars against current IRS limits and assembles the answers into a single, organized retirement profile.

03

The person owns the document

The completed profile belongs to the individual. They can bring it to whichever professional they choose — including you — as the starting point for a real conversation.

Stay in Touch

An independent
educational publisher.

Readers finish this worksheet often wanting some professional guidance. Would that be something you're interested in?