Retirement Investing 101 - The Pre-Design Phase

Now that you have identified your dreams - it's time to get together and identify all of your wants and needs, the scope of the relationship and financial plan, and any restrictions. Some considerations would be:

*What steps have you taken up to this point?

*What processes have worked for you or would you prefer?

*What communication style do you prefer?

*Have you gathered all of your expenses and sources of income?

*Have you identified everyone who is dependent on you financially or may be in the future?

*Do you have your most recent account statements for investment holdings?

*Have you identified what you would like to see as a deliverable?

*Do you have other trusted advisors you would like to be involved in the process?