I know what brought me here. I know what money means to me.

I have an idea of what I want to achieve. I have expressed my values, goals, and priorities.

I have a clear accounting of my current expenses

I have sufficient income to cover my expenses inclusive of healthcare and long-term care

I have excess income that I can save or invest

I have a clear accounting of the assets I have and how I am going to allocate my assets for the highest return at my chosen level of risk

I know I can stop working at my desired date and meet my desired spending goals

I have explored opportunities to improve my plan

I am reasonably protected from risk

I have compared alternative scenarios

I can meet my stewardship, legacy, and asset transfer goals

My loved ones are protected, informed, and able to carry on the plan