Retirement Intelligence

A Personal Look at Your Retirement Readiness.

The RQ Assessment explores the five key dimensions of a fulfilling retirement — spiritual, mental, physical, social, and financial — so you can see where you’re strong and where you may want to grow.

Retirement Intelligence RQ Assessment

The RQ Assessment

The RQ Assessment is a landmark approach to measuring personal retirement readiness and serves as the new narrative for retirement planning, decision making, and transitioning. It is thoughtfully designed to help people assess their preconceived notions about retirement so they can develop a new sense of purpose and identity, cultivate a resilient mindset around aging, longevity, and legacy, and develop more intentional habits for every day life after work.

Spiritual Purpose & Meaning
Mental Mindset & Well-Being
Physical Health & Energy
Social Relationships & Belonging
Financial Resources & Security