My husband and I are currently updating our financial plan with a focus on our Retirement Reinvention. If you don’t have a financial advisor, I highly recommend that you find a person you can trust and someone willing to do a financial plan, so you can see where you stand, and to help you identify and explore your vision, values and goals. Finding the right person is a big job.
Having a trusted adviser is one of the very best gifts you can give to yourself. You will want assistance with not only the big picture, what I call your Vision or Dream, but to help you though the Discovery Process which is where I spend 80% of my time. This is where you get clear about not only your goals (which is what you want) but your values (which is WHY your goals are even important ant to you).