The health-wealth alignment tracker for pre-retirees and their advisors.
See how your health capacity, household strain, and financial readiness align — before small misalignments become larger problems.
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This tool organizes your information. It is not medical or financial advice.
Each score runs 0–100 and is built from what you enter in the trackers. Higher is steadier. “Watch” means that area has moved enough to be worth a conversation — it is not a warning or a recommendation.
Track what matters
Energy, sleep, stress, mobility, and activity — entered on your terms, in plain language.
See the financial picture
Note health-cost exposure and household strain to understand pressures on your retirement.
Spot what needs review
A simple alignment score flags areas worth a conversation with the right professional.
The 8 health and retirement capacity trackers
Each tracker takes under a minute to update. Together they feed the four composite scores, plus a monthly alignment report that shows what moved and what stayed put.
Energy Tracker
Daily energy levels, so you can see when capacity is trending down.
Sleep Tracker
Hours and quality of sleep, entered in plain language.
Stress Tracker
Perceived stress over time, including caregiving and money pressure.
Mobility Tracker
Walking, stairs, balance, and pain that limits movement.
Activity Tracker
Movement and exercise you actually did, not a step-count target.
Health Cost Exposure Tracker
Premiums, out-of-pocket costs, and gaps that could hit your income.
Household Strain Tracker
Caregiving hours and household responsibilities that draw on your time.
Retirement Goal Tracker
Income needs, timing, and goals — and whether they still line up.
For advisors who see the whole client
Advisor Pro gives financial advisors, wealth managers, and care coordinators a permission-based view of what clients are actually carrying.
- — Surface health and household strain your clients mention indirectly
- — Up to 100 client profiles with audit-logged access
- — Custom-branded monthly reports
- — Permission-based sharing clients control and can revoke
No product recommendations, no advice engine. The tracker organizes what the client reports so your review conversation starts from the same picture they see.
Built with privacy in mind
Your information stays yours. Advisors only see your data when you grant explicit permission. Every login, document upload, and report view is logged. The system is designed to support HIPAA-aligned workflows as we grow.
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