Sherrill Wealth Management
R. Gardner Sherrill, MBA, CFP®, RICP®

The Retirement Readiness Scorecard

Retirement is one of life's most significant transitions — yet most people approach it without a clear picture of where they actually stand. This scorecard gives you that picture in about five minutes.

We help people approaching retirement work because they want to, not because they have to. Clarity is where that starts.

3 pillars · 9 areas 18 quick choices Scored out of 90 No email required
Key insight — There are no wrong answers. This isn't a test — it's a mirror. The value is in seeing where you are clearly, so you can decide what deserves attention before pressure arrives.

Choose the scenario that best describes where you are today. Between two? Use the “in between” options.