Retirement Certainty Scorecard™

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

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.


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.


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.


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.


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


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.


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.


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


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.


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.

Best way to reach you?


Best time to contact you?

Phone number:

Call Us Today: (703) 535-5300

Campbell Wealth Management


Managing the Ups and Downs of Investing.

There are two important components when it comes to portfolio management. One is trying to increase the value of that portfolio, but the other, often overlooked piece, is adding elements that aim to keep the value of the portfolio from going down.

In this video Kelly Campbell highlights the importance of this second component when preparing for retirement.

If You Fail To Plan, You Are Planning To Fail.

Kelly Campbell, founder and CEO of Campbell Wealth Management, discusses the importance of establishing a comprehensive financial plan for your retirement. This plan should focus on responsible portfolio management, your integrated financial situation, and outline a path that aim to ensure retirement success.

Campbell Wealth’s Guide to Portfolio Allocation

As you approach retirement your portfolio should strive to accomplish two goals. It needs to provide a consistent rate of return while simultaneously mitigating risk.

This week founder and CEO, Kelly Campbell, talks about the importance of diversification when structuring a more conservative portfolio that is designed to manage risk.

Outlook 2014: The Investor’s Almanac

Curious about 2014, see what are financial partners at LPL are predicting for this year.

Welcome to Campbell Wealth

At Campbell Wealth, we work with individuals near or in retirement. Because our clients are entering a very important phase of their lives, we have tailored our professional approach to address specific challenges they face.

Founder and CEO Kelly Campbell outlines the why and how of Campbell Wealth Management, and helps explain our comprehensive approach to retirement planing.

The Story Behind Campbell Wealth Management

Get to know CEO Kelly Campbell and the work that he is doing in the financial planning sector to help investors like you manage your investments today and the future.

Newsroom Articles

5 Ways to Retire Early

+Read More

How to Maximize Your 401(k) When You’re on t...

+Read More

5 Reasons Every Boomer Should Stick to a Budget

+Read More


Betsy Hanson 2 - small

Betsy Hanson

Director of Operations

+Read Full Bio

Rich Clement 2- small

Rich Clement CFP®

Director of Financial Planning and Risk Management

+Read Full Bio