Use this planner to assess your current financial priorities.
Resources
Financial snapshot
Develop a current inventory of your overall income, expenses, assets and liabilities. Your advisor will need an accurate assessment of your current finances to help build a realistic retirement savings plan.
Retirement lifestyle checklist
This worksheet can help you create a realistic picture of what you want your retirement to be. Share this information with your advisor so that together you can develop a clear plan.
Identify your sources of income
This extensive worksheet will help you take stock of all available income sources during your retirement.
Questions to ask
Before proceeding with a recommended strategy or investment, make sure that you completely understand how it will benefit your overall retirement plan. This worksheet includes a list of key questions to ask your advisor.
Annual review discussion checklist
Review topics for discussion and the documents you’ll need for your annual advisor review.