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Retirement Planning WorksheetPrepare for the journey of your life.

9 Steps You Should Include In Your Retirement Plan


Adventure is calling!

You’ve worked your whole life to enjoy your retirement years. Now as you prepare for this new journey, there are going to be a lot of questions. We often say that preparing for retirement is a lot like climbing a mountain. Both require proper planning, preparation and guidance. That’s why we’ve put together this worksheet—so you can make the most of this exciting adventure and enjoy the views, stress-free.

In this worksheet:

Steps to successful retirement planning

Discover an overview of all the important factors you should take into account in order to make a solid financial plan that will prepare you for retirement.

Guided Pre-Treatment Checklist

With the nine steps as a framework, use this interactive checklist to help you audit your current state and discover key gaps in your plan so you can properly plan.

Top Considerations to Plan For

Living expenses, tax planning, retirement budgets… Identify the most pressing elements you need to prioritize right now so you can enjoy a stress-free retirement.

Retirement is the journey of a lifetime.

At Cedar Rock Financial, we’ve walked these trails before and guided hundreds of clients successfully through to the summit. You could say we’re experts who have the experience to understand your entire financial picture. Step over here, watch out for that rock, look straight ahead while crossing the bridge, one foot at a time, yes it’s supposed to sound like that. We’ll walk with you on your expedition so you can enjoy this adventure without having to fret about the little things.

Because, as we like to say, once you reach the summit, it really is a breathtaking view.