Many people find it easy to picture their retirement as a time when every day is a “vacation day.” This may be true for you as well, but we find that some clients do not have a clear vision of what their retirement will be like. In planning for the financial aspects of your retirement, we also strive to help you prepare for other quality of life issues that retirees face.
The following questionnaire will help to get you thinking about your future, and it will help us focus on areas where you will need our assistance.
Once you're done, click on the submit button at the bottom and it will send the report to us for your file. The first step to helping you reach your goals is understanding what they are.
Note: The more detailed your answers are, the better. Feel free to elaborate on any of these general questions.