
How ready are you for later life?
These 9 questions will show you where you stand, and give you a plan you can do on your own, for free.
What the 9 questions cover
Four areas. Each question maps to one concrete thing you can do.Four areas. Each question maps to one thing you can do.
- HealthcareWho can speak for you medically.
- HousingWhether the house and the days still work.
- Business AffairsWhether the paperwork can be found and used.
- Social WellnessWhether anyone would notice a change.
How it works
- Step 1. Answer 9 questionsTakes around 4 minutes. Three or four answers each, plus "I'm not sure."About four minutes. "I'm not sure" is a real answer and never counted against you.
- Step 2. See where you standOne of three results, in words: Needs attention, Some gaps, or On track.One of three results, in words: Needs attention, Some gaps, or On track. Nothing held back, nothing dressed up.
- Step 3. Do the plan, alone or with usEvery gap comes with a how-to guide for your state. Or if you'd rather talk it through, a free review call with a navigator is the place to start.Every gap comes with a how-to guide for your state. A free review call with a navigator is there if you'd rather talk it through.

Answering for someone else?
You can answer about a parent or someone you look after. The questions change to “she” or “he,” and the plan is written for them. Their state matters, because forms and rules differ.Answer about a parent or someone you look after. The questions change to “she” or “he,” and the plan is written for them.
Answer for someone else