Retirement Intelligence

The RQ Assessment is the new, more comprehensive measure of personal retirement readiness and the “X” factor that has been missing from traditional planning.  It’s an online, 56 question tool that produces a 15-page report, including an “RQ score.”  Thoughtfully designed questions around personality, preference, behaviors, and expectations help identify personal strengths and areas of opportunity across a variety of factors known to closely affect the retirement transition.  Rooted in a decade of research, discussion, and interviews, we have learned that making the best possible transition requires a high level of Retirement Intelligence or RQ.