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With life expectancy rates increasing, an abundance of information at everyone’s fingertips and more options than ever before, it can be difficult to know where to start when it comes to planning your future in retirement. While the possibilities may seem endless, adding a little structure and organization to the thought process can provide your clients with clarity and direction that allows them to breathe a little easier…and opens the door for you to guide them. For your clients who are approaching this phase of their life, consider sharing this self-assessment tool to create a catalyst to important conversations.

I know and have openly discussed when I would like to retire and what that looks like for me.

▢ Yes     ▢ No

I have identified the top 3 priorities I’d like to focus on in the first 3 years of retirement.

▢ Yes     ▢ No

My family members are aligned with how I would like to spend my time in retirement.

▢ Yes     ▢ No

I have communicated my needs, wants and wishes to the people I trust.

▢ Yes     ▢ No

My values are aligned with my spending habits and where I devote my time.

▢ Yes     ▢ No

I have a financial plan in place that takes into consideration my retirement income needs, inflation, budgeting, spending, a longer life and future expenses.

▢ Yes     ▢ No

Click here for the full fillable pdf version of this checklist.

It is a lot to digest but as you think through the design and the many stages this chapter in life will bring, these questions will help your clients recognize that living well at any age extends beyond financial comfort. It is an exercise for your mind, body and soul and conscious action, open communication and planning all play active roles in making the most out of this wonderful life.

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