Order Instructions

Start with the assumption that you are within a few years of retiring from your main career. Address each of these questions to the extent you are comfortable:

What resources do you want to have in place that can fund your retirement?

What do you want to have in place from an Estate Planning Standpoint?

Do you plan on continuing to work in any capacity and if yes, what do you want to do?

What are your fondest dreams for your retirement (travel, learn to play Golf, playing with grandchildren, or???)

How far away are you from retiring?

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