Step 1: Prepare for the Assessment

Gather the following information:

Saving & Spending

Average monthly savings (retirement & other savings)

Average monthly spending (fixed expenses & discretionary expenses)

Other expected purchases / expenses that are not included in your monthly figure (e.g., college, weddings, large cash purchases)

Expected Capital Inflows (e.g., sale of business, downsize home, inheritance)

Investable Assets

(Taxable & Retirement)

Retirement (e.g., IRA's, 401(k), 403(b), SEP IRA)

Taxable accounts (e.g., brokerage, deposit, savings, CDs)

Any other accounts (other investments, liquid assets & investable cash)

Printable preparation sheeT ----------> 

Retirement Income

Expected Social Security Benefits (starting at different ages)

Defined Benefit Pension Benefits (including any options)

Any other expected income in retirement (e.g., annuity, real estate income)

Step 2: Select Your State

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Is your State not listed? Click here to take the assessment & we will put you in contact with the nearest available advisor.

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