Every individual’s personal vision for their own retirement years is unique. But to make any retirement vision an achievable reality starts with a single experience proven to build the most life fulfillment and financial value into any retiree’s golden years. It’s called Life Planning.
The purpose of Life Planning is to provide the best possible, most trustworthy map for your journey through the retirement years of your life. It starts with a straightforward look at three interrelated determinants will shape your emotional and economic well-being for the years ahead:
The Life Planning experience starts with a series of 10 questions. Some of your answers may take some thought, but when you consider that the goal is to ensure the brightest possible future for you and your loved ones, it well worth the minutes it takes to answer each mindfully.
Some of your answers will be factual, and some may seem a bit fuzzy…that’s a perfectly natural reaction for this first step of Life Planning experience. So, let’s start by asking…
1. What do I do I see as “what’s next?” in my life?
2. What living environment will be the most satisfying for me?
3. What companionship will bring me the most joy?
4. What is the balance between my retirement vision and what I can actually afford?
5. Will my investments support the affordability of my retirement vision?
6. Do I need help in planning my finances in order to maximize my pre- and post-retirement income?
7. What risks do I have in my life that I need to manage?
8. If I require more than basic healthcare, what are my preferred choices?
9. How can I best sustain a happy and healthy me?
10. What legacy do I want to leave those that I care most about?
Remember: the best Life Planning answers are those that come from both your head and your heart. When you use both, every answer is the right one.