Most people have investments.
Few have a real financial plan.
This quick checklist will help you understand the difference between having an investment portfolio and having a financial plan.
Your Financial Planning Checklist
You’ve worked hard and saved diligently. But when it comes to retirement, many people in their fifties still wonder:
“Have I/we thought of everything?”
“Are my/our accounts working together, or just sitting in separate buckets?”
“Will I/we actually be okay?”
Take the first step today.
Complete the checklist now. You can share your results with me if you’d like. I’m always happy to walk through them with you - but only if you choose.
Since 2004, I’ve been helping families retire with confidence.
My role isn’t to bombard you with numbers. It’s to simplify the complex, and give you a clear answer to the only question that really matters:
“Am I going to be okay?”
“John developed a year-by-year detailed analysis and plan that takes us well to the end and he quickly adjusts our plan booklet as needed when we have a change in life. ”
- Retiree, client since 2018