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With the Retirement Readiness Snapshot, you’ll:

  • Know if you’re ahead, behind, or right on track for the retirement you want


  • Estimate how much you can spend each month in retirement


  • Identify potential gaps between what you have and what you’ll need



  • Feel confident about making informed decisions about your next steps


Why This Snapshot Works

✅ Built specifically for people with $500K-$1M saved


✅ Breaks complex retirement math into simple, actionable steps


✅ Uses time-tested principles to give you clarity


✅ Gives you concrete numbers rather than vague generalizations


✅Created by fee-only advisors who have helped hundreds of Northern Idaho families retire successfully


Perfect if you're...

Successful but uncertain

  • You’ve done well saving, but you need to know if it’s actually enough for the retirement you want.


Ready for real numbers

  • You’re tired of generic advice online and want to see how YOUR numbers actually play out.


5-15 years from retirement

  • Close enough to need answers, but with time to adjust if needed.


Here’s what’s inside…

  1. Step 1: Estimate Your Monthly Spending. Calculate what you’ll actually spend based on your lifestyle and goals.
  2. Step 2: Tally What You’ve Saved. See all your retirement savings in one clear view.
  3. Step 3: Identify Your Income Streams. See how Social Security, pensions, and other income can take the pressure off your portfolio.
  4. Step 4: Compare & Reflect. Find out if you’re ahead, on track, or what needs attention.


PLUS: Reflection questions throughout to help you think through what the numbers really mean for YOU.

Retirement Readiness Snapshot Tablet Mockup -- Cover Page

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This guide is provided as an educational resource by Five Pine Wealth Management, a fee-only fiduciary advisory firm dedicated to helping clients make confident financial decisions.