CP FINANCIAL CONSULTING

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Create the Life you want for your Retirement.

List down your goals that are important for your retirement discussion with your financial advisor.

How long do you anticipate living retirement?

What is your current situation?

BUILDING A PLAN TO SECURE YOUR RETIREMENT

To get started,
Take an inventory of your Personal Financial Picture.

INCOME:

Social Secuity

Pension

Part-Time Employment

Savings Withdrawal

EXPENSES:

Utilities

Mortgage/Rent

Taxes

Insurance

Auto Loan

Dining out

Travel

Leisure and Entertainment

ASSETS:

Savings

401(k), IRA, Mutual Funds

CDs, Annuities

Home

Auto

Land & other Property(boats, motorcycles, RV, etc)

LIABILITIES:

Mortgage

Car Loans

Student and Personal Loans

Credit Card Debt

PUT A PLAN IN PLACE AND WORK YOUR PLAN

Are there any other concerns that you'd like to discuss? *Take a moment to list down here*

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