Free Retirement Readiness ScorecardKnow exactly where your retirement plan stands
A calm, considered check across your vision, cashflow, investments, and estate. Get a clear readiness score in minutes, with the gaps worth closing next.
Free. Takes about 5 minutes. No advice pitch.
Clarity across every part of your retirement
Retirement vision and lifestyle
See how clearly your ideal retirement is defined, from travel and hobbies to the shift into later years.
Cashflow and income planning
Understand the gap between the income you will want and the reliable income you can count on.
Investment planning
Gauge whether your investments still fit your timeline and could weather a major market drop.
Tax and estate planning
Check where your will, powers of attorney, and tax-efficient plans stand today.
Considered clarity, in three simple steps
No spreadsheets, no jargon. Just honest questions and a clear picture of where to focus next.
- 1
Answer 21 focused questions
Reflect on your vision, cashflow, investments, and estate at a comfortable pace.
- 2
See your readiness score
Get a clear Low, Medium, or High result across each of the four dimensions.
- 3
Know where to focus next
Walk away with the gaps worth closing first, so your next step is obvious.
We're Cedar Point Wealth
Cedar Point Wealth is a Canadian financial planning firm built to make retirement decisions easier to understand and easier to act on. We help Canadians get clear on when they can retire, how much they can spend, where their income will come from, and how to make smarter tax and investment decisions along the way.
We're also the team behind The Canadian Money Roadmap podcast, which has been downloaded over 650,000 times by Canadians looking for practical, plain-English financial guidance.
Today, we manage over $80 million for clients across Canada and continue to focus on one simple goal: helping people feel more confident about their financial future.
See how ready you really are for retirement
A few honest minutes now can bring real peace of mind. Get your personalised readiness score today.
