Retirement Readiness Questionnaire — Kickoff intake form (public) for Financial Advisors. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

A confidential questionnaire focused on your retirement picture — when you’d like to retire, where your income will come from, and how prepared you feel today. Bands and ranges are plenty; we never ask for account numbers or balances.

What it collects (by section):

• About you — First name [short text]; Last name [short text]; Email address [short text]; Advisory Relationship Type [dropdown: Financial planning only / Investment management only / Both planning & management / One-time project / Second opinion].
• Your retirement timeline — Target Retirement Age (if applicable) [number]; Monthly Savings Target [number]; Goal Time Horizon [dropdown: 0-2 years / 3-5 years / 6-10 years / 10+ years / Mixed/Multiple].
• Income in retirement — Income Sources [multi-select: Salary/Wages / Self-employment / Rental / Dividends/Interest / Pension / …]; Public Pension / Benefits Expected [multi-select: Pension / Social benefits / Military / None / Other]; Workplace Plan Coordination Level [dropdown: No coordination / Advice only / Manage via self-directed brokerage / Full coordination with plan contacts]; RMD Considerations [dropdown: No / Within 3 years / Currently taking / Not applicable].
• Reserves & taxes — Emergency Fund Coverage (months) [dropdown: None / <1 / 1-3 / 4-6 / 7-12 / …]; Tax Sensitivity Level [dropdown: Low / Medium / High / Critical / Unknown].
• Anything else — Financial Planning Notes (client-specific) [long text].

Required: Email address, Target Retirement Age (if applicable) (kept low-friction).

Form type: Kickoff intake (in), public. Niche: Financial Advisors. Deployment: embed.

Best for / surface when: Financial Advisors client workflow — retirement readiness questionnaire.