MOST PEOPLE NEVER GET TO FEEL CONFIDENT IN RETIREMENT…

Let’s look at the foundation together.

The Edify Financial House helps you see your retirement in one simple picture so decisions feel clearer, calmer, and more confident.

Your Retirement House, Made Simple

The Edify Financial House shows how everything fits together so your Green, Blue, and Red buckets feel coordinated instead of scattered. When your foundation is clear, it’s easier to make decisions about income, investing, and protection with confidence.

Edify Financial House with Foundation and Green, Blue, Red buckets

Start Your 2-Minute Retirement Confidence Check

Answer 5 quick questions to see how clear your foundation really feels today. No email required, no jargon—just a simple snapshot of where your confidence is strong and where you may want more clarity.

Higher scores simply mean more clarity and coordination. Lower scores don’t mean you’ve done anything “wrong”—they just highlight places a clearer plan can help.

2-Minute Retirement Confidence Check

Think about your current plan, accounts, and advice. Answer honestly based on how confident you feel right now—this is just for you.

Question 1 of 5

Retirement Confidence Score

Your score is a simple snapshot of how clear your foundation feels today. Higher scores mean your buckets and income plan are more defined. Lower scores simply show where a bit more structure and education could bring more confidence.

👉 Watch the Free Mini-Course on the Financial House

Most people who score under 15/20 find the mini-course helps them finally see their foundation in one clear picture.

You don’t need more noise—you need a clear, coordinated foundation so you can stay confident in retirement.

Skip the inbox — start with the lessons

If you’d rather learn first and decide later, you can jump straight to the mini-course. No email required. You can always grab the workbook afterward if you’d like it.

Start the Mini-Course (No Email)

5 Questions Every Smart Retiree Asks Their Advisor - Guide

After working with thousands of financial advisors, I realized I’d only recommend a handful to a close friend. This guide shares 5 questions you can ask any advisor so you feel more confident about who’s helping you build your retirement foundation.