FREE RESOURCE

Are your retirement goals in reach?

Input your financials, goals, and variables to visualize your retirement plan health.
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Complimentary retirement dashboard

Discover your retirement health score in just 15 minutes. When finished, schedule a consultation with a Link Financial Advisor to discuss the results.

Add the basics that drive your retirement plan

Enter the inputs that shape every projection, from assets and income to expenses and healthcare assumptions.
  • Invested assets and savings in one place
  • Target retirement age and estimated monthly retirement spending
  • Social Security timing and salary details
  • Healthcare and long-term care cost assumptions (editable any time)
INVESTED ASSETS
Invested Assets
John
$695,000
RETIREMENT AGE
Retirement Age
John
67

See your plan under thousands of market scenarios

Monte Carlo modeling shows a range of potential outcomes based on different return paths, so you can understand probability and uncertainty.
  • Probability view shows the likelihood of meeting the plan assumptions through longevity age
  • Confidence view visualizes a range of potential portfolio values over time (not a single line)
  • Toggle between views to understand both “chance” and “range”
  • Action Items highlights the levers that can improve the plan (spending, savings, timing, allocation)

Compare your current plan vs a proposed plan

Side-by-side results help you see what changes actually move the needle before you make decisions.
  • Current Plan and Proposed Plan shown with the same probability metric
  • Quick visual read on what improves outcomes and what doesn’t
  • Dollar impact snapshot to quantify the difference
  • Action Items turns the analysis into next steps you can act on
Proposed Plan
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Is your retirement on schedule?

Average time to complete is 8-12 minutes

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