Broker Check

Your Lifestyle Goals

Most people do not plan to fail, they simply fail to plan. Please take a few minutes to dream about what it is you wish your money to do for you now and in the future.

To help you organize your information and ideas, I am attaching (click on following link) a " Lifestyle and Retirement Goals Workbook " for you to review and complete. The first step is to gather information about your resources and any additionally planned savings and investments. Then, please consider any and all of your needs, wants and wishes for spending these assets according to your desired lifestyle . With the help of an unbiased planner you will be able to determine what "your number" is. "Your number" is the amount of money, expressed in today's dollars, that could make your goals achievable throughout your expected lifetime(s) that would also take into consideration the rising costs of living and your taxes in the future. With this information, you may begin to priortize what is most important to you andthe quality of your life(s), and you may be properly assisted in setting realistic and achievable goals to meet your important objectives.


MoneyGuide Pro and H. Beck, Inc. are not affiliated