Retirement Readiness Quiz
Are you "retirement ready"?
Take our retirement readiness quiz to learn whether you're on-track to plan for your ideal retirement.
How many of the following statements can you give a confident “YES” to?
Remember, a “sort of” or “not sure” is a “NO”.
Your score will be shown at the bottom of the quiz, and no email sign-up is required.
So, how did you score?
😃 More than 10 – Looking good! There are a few areas you can work on though. You know what they are, so get to it!
😐 7 to 10 – OK. There is no time to waste though. Act while you still have time.
😕 6 or less – Hmm... a few challenges here. It really is time to get serious.
Remember, your life is the sum of all your choices.
The discipline and accountability from regular financial planning reviews will ensure you make those choices wisely.
For a more detailed discussion on this topic, please feel free to contact us. Our team are always available to answer your questions and to help you with any of your financial planning needs. Here’s what we offer: A cup of coffee… and a second opinion.
Here’s What We’ll Do:
Our first meeting will focus on your life, not your finances.
For us, the starting point is you and your goals. What do you think the future holds? What do you want to do with the rest of your life? What is most important to you? We discuss topics other than money and strive to make our meetings enjoyable, enriching, and interesting. It's all about you, not about us.
We'll take care of your initial concerns. You may be concerned that you do not have enough money to retire. You might be concerned that you're missing something or making mistakes unintentionally. We'll reassure you and answer any questions you may have.
Once we get to know you, we're then able to better understand your money.
We'll start by gathering information about your existing pensions, savings, and investments to get a complete picture of your financial situation. Most of us despise paperwork, so with your permission, we'll contact the companies involved to obtain the necessary information.
Then, using sophisticated financial planning software, we'll create scenarios and track investments to show you the various paths to achieving your goals. We'll then make recommendations and do the necessary work to get you back on track.
We believe that the key to successful financial planning is a long-term, ongoing relationship.
We'll review your plan on a regular basis to ensure you're on track to meet your goals. Only one thing is certain in life: change. If your needs, preferences, or aspirations change, our ongoing relationship allows for a detailed review at least once a year to ensure your financial plan is working to achieve the best results for you.
If you've never worked with a financial planner before, we'll guide you through the process.
If you have previously worked with a financial planner but believe it is time for a change, we can assist you in making that transition.