Complimentary checklist
Thirteen questions to talk over before you retire.
Not a test, and not a sales pitch. Just the questions I’d want you to have thought about, in plain words, to talk over with your spouse or family.
What’s inside
- Your story: what you want, and what you learned about money
- Your income: spending, Social Security, pensions and which accounts to use first
- Your safety net: emergencies, health costs, and the policies you already own
- Your people: beneficiaries, wills, and who will take care of things
It’s complimentary. I’ll email it to you, and now and then send a short note you can unsubscribe from at any time.
Ready to turn over a new leaf?
Start with a conversation. It’s complimentary, it’s unhurried, and you’ll leave knowing whether a plan makes sense for you.
CFP® professional · No account minimum · Fees explained before you decide