AI-Powered Retirement Assessment

You led the company.
Who's leading your exit?

Strategic retirement readiness assessment built for executives with complex compensation, not generic retirement calculators built for everyone else.

4.1M Senior executives in the US
78% Feel unprepared despite high net worth
$0 Tools built specifically for them

Generic tools miss what matters most

Retirement calculators ask your salary and savings rate. They don't ask about your unvested RSUs, deferred compensation schedule, SERP benefits, or what happens to your equity if you leave before the next cliff. For executives, retirement planning isn't a calculator problem. It's a strategy problem.

  • Equity Compensation Stock options, RSUs, performance shares, and vesting schedules that change the math entirely
  • Deferred Comp & SERP Non-qualified deferred compensation and supplemental executive retirement plans with complex payout rules
  • Change-of-Control Golden parachutes, severance triggers, and non-compete implications that affect your timeline
  • The Identity Shift The part nobody talks about: transitioning from being defined by your role to defining yourself

How the assessment works

01

Map Your Landscape

AI analyzes your full compensation structure, including equity, deferred comp, benefits, and contractual obligations that generic tools ignore.

02

Model the Scenarios

Run multiple retirement scenarios across different timelines, market conditions, and exit strategies. See how each variable changes your readiness.

03

Get Your Strategy

Receive a personalized retirement readiness score with specific recommendations on timing, tax optimization, and transition planning.

Built for the complexity you actually face

Every feature designed around the unique financial and personal challenges of executive retirement.

Executive Comp Modeling

Understands RSUs, ISOs, NQSOs, phantom stock, and performance shares. Models vesting schedules and optimal exercise timing.

Tax Strategy Engine

AI-optimized Roth conversions, 83(b) election analysis, and NUA strategies for concentrated stock positions.

Scenario Intelligence

Monte Carlo simulations tuned for executive portfolios, including concentrated positions, illiquid assets, and deferred income streams.

Transition Readiness

Beyond the numbers. Framework for board positions, advisory roles, consulting, and the psychological shift from executive to next chapter.

Retirement planning for the people who planned everything else

Built by a 30-year tech executive who's been through it. Because the people who run companies deserve a tool that understands their complexity.