Prepare for your Retirement Checkup

Take the First Step Toward Retirement Clarity

Complete the short questionnaire below before your appointment to help us better understand your current retirement picture and goals.

Retirement Checkup Questionnaire

Prepare for Your Retirement Checkup

Help us better understand your current retirement picture before your meeting.

First Name

Last Name

If you are not currently retired, what age do you plan on retiring?

If today was your first day of retirement, how much after-tax dollars (in today’s dollars) would you want to live the life you’d like?

What is the total value of all retirement plans? This includes: 401Ks, TSPs, Def Comp. BUT, do not include bank savings or brokerage accounts like IRAs/Roth IRAs, etc.

What is the total value of all Brokerage accounts? This includes: IRAs, Roth IRAs, Joint accounts BUT, do not include 401Ks, TSPs, Def Comp. Crypto or bank savings, etc.

What is the total value of all long-term savings accounts? This includes: Bank CDs and simple savings accounts BUT, do not include 401Ks, TSPs, Def Comp., Crypto or Brokerage accts, etc.

How much are you saving on a monthly basis including employer contributions?

What total pension and income do you expect to receive at retirement? This includes guaranteed employer payouts for you and your spouse from all employment.

What total SSI income do you expect to receive at retirement? This includes payouts for you and your spouse.

How much monthly cashflow from real estate (or other means) are you planning to have in retirement?

What do you believe the average inflation rate will be during your retirement?

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Take the First Step Toward Retirement Clarity

Prepare for Your Retirement Checkup

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