Know where your retirement plan stands — and where it is vulnerable.
Your Baseline Snapshot shows whether your modeled resources extend through your planning horizon, whether your vulnerable retirement window is supported, and how much of the transition depends on market-exposed assets.
retirement diagnostic
Your Baseline separates three different retirement risks.
A plan can look comfortable in one area while still carrying pressure somewhere else. The Baseline keeps those conclusions separate so that “supported” does not hide a different problem.
Does the funding reach the planning horizon?
See whether your modeled retirement resources remain available through the planning horizon you selected, or whether the model develops a longer-term funding gap.
Is the vulnerable window supported?
Compare the resources available with the modeled requirement across the years when withdrawals, timing and portfolio dependency create the greatest pressure.
How exposed is the transition?
See how much of the period before reliable retirement income arrives is covered by cash reserves and how much remains dependent on market-exposed assets.
Not another retirement calculator.
The Baseline Snapshot is a concise executive-style decision brief. Instead of burying the result in dozens of tables, it organizes your retirement transition around the funding, timing and liquidity issues that deserve attention first.
- Long-term funding conclusion
- Modeled asset drawdown
- Retirement Runway status
- Runway available vs. required
- Vulnerable retirement window
- Key income milestone
- Liquidity bridge requirement
- Cash reserve coverage
- Market dependency
- Standardized sensitivity
A three-page decision brief.
From purchase to personalized report.
The process is deliberately short. You provide the assumptions; Retirement Runway organizes and tests them.
Purchase
Enter your name and email and securely purchase your Baseline Snapshot through Squarespace.
Complete your intake
You'll receive a secure link to provide your retirement timing, spending, assets, reliable income and major future resources.
Receive your Snapshot
Your personalized Baseline is calculated, generated as a three-page report and delivered through a secure email link.
A diagnostic before a full retirement plan.
The Baseline is designed to establish where your current retirement assumptions lead before deciding whether deeper scenario analysis or planning is warranted.
Organize your retirement assumptions, model the funding trajectory, identify the vulnerable window, measure the liquidity bridge and surface the first issues worth examining.
Select investments, predict markets, optimize taxes, recommend financial products, or provide individualized investment, tax, legal, insurance or accounting advice.
Before changing the plan, establish where it stands.
Get a personalized view of your long-term funding, retirement runway and liquidity bridge.
Get My Baseline Snapshot — $39 Your Baseline Snapshot is based on the information and assumptions you provide and on standardized modeling assumptions used by the Retirement Runway methodology. It is an educational analytical planning diagnostic, not individualized investment, tax, legal, insurance or accounting advice and not a guarantee of retirement outcomes.