A SIMPLE Plan for Working Professionals
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S: Summarize
- Where are you at today?
- Where do you want to be tomorrow?
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I: Invest
- Savings Strategy (Pay yourself first!)
- Goal Based Investment Philosophy
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M: Manage
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P: Protect
- Insurance + Risk Management
- Self-Care *arguably most important!*
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L: Legacy
- What legacy do you want to leave behind?
- What do you want to give during your lifetime?
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E: Evaluate
- Planning is a process!
- Life happens and we need to adjust
A SIMPLE Plan for Retirees
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S: Summarize
- Where are you at today?
- Where do you want to be tomorrow?
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I: Income
- Maximize Available Income Sources
- Growing Income Stream
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M: Medical
- What is your health status and/or concerns?
- How will Medicare factor into your retirement?
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P: Purpose
- How will you fill your days in retirement?
- How will you use your time, talent and treasure?
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L: Legacy
- What legacy do you want to leave behind?
- Are your wishes set up to be carried out?
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E: Evaluate
- Planning is a process!
- Life happens and we need to adjust
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