Step 2: Organize Finances

Form on contact page and form page
  • Organizing your finances is an essential part of your retirement planning. It is the process of developing your own Balance Sheet that clearly shows your assets and liabilities, and helps you calculate your Net Worth. This will enable you to know what you have, where is all is, and what it’s all worth. Your Balance Sheet and Net Worth will serve as the starting point for understanding and planning how to best utilize your financial resources to support your desired retirement lifestyle.

    Let’s start with some essential questions before beginning the process of constructing your Balance Sheet (if married/partnered include for them):

    Check all that apply
    Check all that apply
  • This field is for validation purposes and should be left unchanged.