Plan: Areas to Consider
Is your cash flow (income and expenses) aligned with your goals?
What do you have in place in the event of ...?
What long-term return do you need to meet your goals?
Are you tax diversified in your investments to increase options for spending down the road?
How much savings and investments do you need to give up your primary employment ? How much can you spend for as long as you will live?
A Trust? A Will? Heath Directive? Financial Directive?