How prepared are you?

Getting ready for retirement? Before you can cross that bridge, you’ll need to cross some important items off your to-do list. But thanks to our work together, you might be more prepared than you think! 

This handy checklist of ten crucial steps can help you visualize how far you’ve come.

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At Capital Planning, we provide retirement planning with purpose, so you can focus on enjoying life, safe in the knowledge you’ve made the right financial decisions.

Click here to learn more about our Retirement Planning services.