Answer 12 questions about your retirement, Bitcoin, and home equity. Our AI — trained on Tim's 25 years of financial experience — builds your personalized analysis instantly. No fluff. Real answers about your real situation.
📊 Retirement readiness score
₿ Bitcoin allocation analysis
🏠 Home equity strategy
⚡ 3 action steps for your situation
$27
One-time — instant results
Personalized retirement readiness scoreBitcoin allocation recommendation for your ageHome equity opportunity analysisYour top 3 financial risks identified3 specific action steps for your situationShareable financial summary card
1
About You
2
Retirement
3
Bitcoin
4
Home
5
Goals
Step 1 of 5
Tell us about yourself
Basic information so we can personalize your analysis to your exact situation.
Include all sources — wages, Social Security, pension, rental income
Mortgage/rent, food, utilities, insurance, debt payments, etc.
Step 2 of 5
Your retirement picture
Where you are today and where you need to be. This is the foundation of your analysis.
401K, IRA, Roth IRA, pension value combined
Total going into retirement accounts each month
Check ssa.gov for your estimate — or use 0 if unsure
Step 3 of 5
Your Bitcoin position
We'll analyze whether Bitcoin belongs in your portfolio, how much, and how to get there safely.
This is for projection purposes — no commitment
Where do you think BTC will be? No wrong answer
Step 4 of 5
Your home — your biggest asset
For most people in the 45-65 window, home equity is the largest and most underused asset they own.
Rough estimate is fine — check Zillow if unsure
Enter 0 if paid off
Step 5 of 5 — Last step!
What does your ideal retirement look like?
This is where Tim's 25 years of experience really matter — understanding what you actually want.
How much do you want to spend each month in retirement?
Be as specific as you want — this helps personalize your action plan
📊
Your Analysis Is Ready to Build
Complete your payment and we'll generate your personalized financial picture instantly.
Your AI report shows the picture. A 60-minute session with Tim tells you exactly what to do about it — in plain English, based on 25 years of real financial experience. This is where the report becomes a plan.
Disclaimer: This AI analysis is for educational purposes only and does not constitute financial advice. Tim George is not a licensed financial advisor. All projections are estimates based on your inputs and commonly used financial models — actual results will vary significantly. Consult a licensed financial professional before making investment decisions. Some links on this page are affiliate links.