Your Retirement Diagnostic Tool
From guessing to knowing.
Move the sliders to reflect your numbers. This tool compares where your current path is headed against your real target — using the Rule of 25 — then tells you which of your Retirement Progress Levers to pull first.
Total across 401(k), IRA, brokerage & cash earmarked for retirement.
What you're adding each month, including any employer match.
Your pay before taxes. Used to find your current savings rate.
Credit cards, auto loans, personal loans — skip your mortgage if it's already counted in expenses below.
Include everything: housing, healthcare, travel, gifts, and irregular costs averaged across the year — not just fixed monthly bills.
Your diagnosis
Calculating…
Your Retirement Progress Lever
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gap to your number
Projected path
Your number
Years to retirement
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Your number (expenses × 25)
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Projected total
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To close the gap
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Book Your On-Track Audit Call
You know your lever. Let's build the plan to pull it.
Tip: Screenshot your numbers above and bring them to your call for further discussion.