Income, reserve and current obligations
Changes in your planFour monthly scenarios with category totals, contingency and a visible surplus or gap.
Personalized retirement report
Turn your free result into a 90-day action plan.
A personalized planning report that helps you test two city scenarios and organize your exploration without replacing licensed advice.
Delivered as a downloadable PDF
Generated from your assessment and the latest validated content available in the platform.
Practical depth, without the black box.
Your report uses structured assessment data and approved educational content. It works without an AI model.
- Detailed monthly budget
- Prudent and comfortable scenarios
- City match with a comparison city when available
- Financial stress tests
- 90-day relocation roadmap
- Document preparation checklist
- Personalized healthcare and Medicare actions
- Residency and cross-border tax questions
- Exploration trip plan
- Housing decision framework
- Personal risk register
- Professional adviser checklist
The report uses cautious language where individual circumstances or changing rules matter. It is not professional advice.
Built from your assessment
Your answers change the plan.
This is not a renamed checklist. The report turns the choices and constraints in your assessment into specific scenarios, risks and next actions.
Healthcare, insurance and mobility
Changes in your planCity-specific care checks, coverage questions, accessibility tests and risk flags.
Timeline, household and housing
Changes in your planA sequenced 90-day roadmap, document checklist and reversible housing plan.
Lifestyle priorities and concerns
Changes in your planA primary city, an active alternative when available, tradeoffs to test and a focused scouting itinerary.