Most people have investments.
Few have a financial plan.
Your portfolio is important, but it’s not the same thing as a financial plan. This quick checklist will help you understand the difference.
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?”
This isn’t a quiz or a test. It’s a quick, yes/no checklist designed to highlight the areas that are often overlooked.
What you’ll learn:
Where your plan is strong.
Where blind spots may exist.
Why investments alone aren’t enough without a coordinated plan.
Take the first step today. Complete the checklist now, and if you’d like, share your results with me. We can review them together in a short, no-obligation call.
For more than twenty years, 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