Retirement Certainty Scorecard™

 
  DISAGREE AGREE
Indicate the degree to which you agree or disagree with the statements below.
1

I have a clear, written and actionable retirement plan that shows my current financial position (Point A) and my ultimate future (Point B) and sets a path to get from A to B.

2

I review my written retirement plan each and every year and adjust it for changes in my life. I stress test my plan's viability by changing variables for the worst case scenario.

3

I know exactly what my personal required rate of return (PRROR) is that will allow me to achieve all of my retirement goals. I plan my investment strategy around and work toward that PRROR.

4

I have an investment plan which focuses an equal amount of time on making money as it does on not losing it, simultaneously advancing and protecting my assets.

5

I know that I am utilizing independent advice and strategies which specifically fit my individual situation.

6

I review all of my investments each and every year based on how the market and economy are responding and make adjustments and/or rebalances at least annually or as needed.

7

I am confident with all of my insurances knowing that the way they are positioned and funded will protect me and my family for any unforeseen negative events.

8

I am confident that my estate planning documents and beneficiary designations are all set up to maximize the benefits that my family receives.

9

I am well qualified or utilizing professionals that are well qualified to give the best possible advice for my retirement, investment, estate and tax planning.

10

My retirement planning is set up (by me or my advisor) in a way that requires little daily, weekly or monthly attention so that I can enjoy life to its fullest.

As I consider everything that will allow me to live most comfortably during my retirement, the thing that keeps me up at night is:

Thank you for completing the Retirement Certainty Scorecard™.

Please click "Submit & Print Form" to send a copy of this form to Campbell Wealth. After completing Steps 2 and 3, a Campbell Wealth associate will review the results of your Scorecard with you.

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Certifications

Accredited Investment Fiduciary® (AIF®)

Accredited Investment Fiduciary® (AIF®) professional designation is the industry’s first and only designation that demonstrates knowledge and competency in the area of fiduciary responsibility and communicates a commitment to standards of investment fiduciary excellence. Holders of the AIF® mark have successfully completed a specialized program on investment fiduciary standards and subsequently passed a comprehensive examination.

CERTIFIED FINANCIAL PLANNER™ (CFP®)

The CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks are financial planning credentials awarded by Certified Financial Planner Board of Standards Inc. (CFP Board) to individuals who meet education, examination, experience and ethics requirements. First, is an educational requirement, satisfied by a variety of academic degrees and professional certifications. Alternatively, you must attend a CFP®-approved program of classroom education. Second, you must pass a 10-hour exam given over two days. The test measures your ability to apply financial planning principles to real client problems. Third, you need three years of qualifying full-time work experience in the financial planning field. Fourth, the CFP® certification requires you to agree to adhere to CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards, and acknowledge CFP Board’s right to enforce them through its Disciplinary Rules and Procedures.

The Chartered Financial Consultant® (ChFC®)

The Chartered Financial Consultant® (ChFC) credential is a financial planning designation awarded by The American College. The program focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client’s total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The designee must complete 9 courses and pass each test, in addition to meeting a three year experience requirement before being awarded the credential.

Chartered Mutual Fund Counselor (CMFC®)

The College for Financial Planning awards this designation to investment practitioners who complete its nine-module Chartered Mutual Fund Counselor, CMFC®, Professional Education Program jointly sponsored by the College and the Investment Company Institute, the primary trade organization of the industry. The CMFC® program provides the education necessary to earn the only industry-recognized mutual fund designation. Pass an examination, commit to a code of ethics and agree to pursue continuing education. This program provides a thorough knowledge of mutual funds and their various uses as investment vehicles. The case studies used throughout the course—presenting client scenarios and pointing out opportunities for you to make the most of these popular investments—provide insight into effective use of these investment vehicles.

Chartered Retirement Plan Counselor (CRPC®)

The College for Financial Planning awards this designation to investment practitioners who complete its Chartered Retirement Plan Counselor, CRCP®, Professional Education Program. The course materials define a “road map to retirement,” enabling the practitioner to focus on clients’ pre-and post-retirement needs, as well as issues related to asset management and estate planning. The topics in the CRPC® program are structured in logical order, going through the retirement process from start to finish. The curriculum is based on a client-centered, problem-solving method using case studies to give the practitioner a hands-on approach to the material. The designee must complete the courses, sit for an exam, commit to a code of ethics and agree to pursue continuing education.

Chartered Financial Analyst (CFA)

The Chartered Financial Analyst (CFA) designation is a mark of distinction that is globally recognized by employers, investment professionals, and investors as the definitive standard by which to measure serious investment professionals.

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