Couple reviewing retirement finances

Free 20-Point Scorecard

Retiring in the Next 10 Years? Here's How to Know If You're Really Ready.

A practical 20-point scorecard designed for Christian pre-retirees age 55–67 to evaluate retirement income, tax exposure, Social Security timing, and portfolio alignment.

Designed for households with $500,000+ in retirement savings.

Educational resource only. No obligations. No guarantees.

Do Any of These Sound Familiar?

You've worked hard to save — but turning savings into a paycheck you can count on raises real questions.

Unsure if your savings can generate reliable income

Concerned about taxes in retirement

Unsure when to claim Social Security

Want investments aligned with your values

What's Inside

The Retirement Paycheck Readiness Scorecard

20 clear questions across five key areas — designed for pre-retirees aged 55–67.

Income readiness checklist
Tax risk evaluation
Social Security decision points
Portfolio alignment review
Giving + stewardship considerations

Presented By

William Snodgrass, CFP®

Founder, Matt25 Capital

Christian financial advisor helping believers align retirement, generosity, and legacy with Biblical principles.

Get the Retirement Paycheck Readiness Scorecard

Fill out the form and we'll send the scorecard to your inbox.

This scorecard is most helpful for individuals within 10 years of retirement.

Your information will not be shared. You may request removal at any time.