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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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Call Us Today: (703) 535-5300

Campbell Wealth Management

YOUR TEAM

Kelly Campbell, CFP®, ChFC®, CMFC®, AIF®

Founder and CEO

Kelly Campbell, founder and CEO of Campbell Wealth Management, is a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Chartered Mutual Fund Counselor, Accredited Investment Fiduciary with 21 years of financial planning experience, and author.

Kelly is a well-known, highly regarded expert in individual financial planning, retirement planning, cash flow analysis, asset allocation, money manager strategies, tax review, and estate planning. He is licensed to work in Virginia, Maryland, Washington D.C., Pennsylvania, Delaware, New Jersey, North Carolina, Florida,
and California.

Additionally, Kelly is a member of the INOVA Health System Foundation board, as well as the Executive Alliance Group for CEOs. While Kelly enjoys boating and running marathons in his spare time, his greatest pleasure is returning home to Mason Neck after a hard day’s work, to be greeted by his wife and three children.

How Kelly Benefits You

Kelly provides strategic direction for the firm, and is the public face of Campbell Wealth.

Kim Campbell

Chief Financial Officer

An integral part of Campbell Wealth Management since its inception, Kim is Kelly’s wife and business partner. Kim has over 20 years of financial experience. After graduating from University of Maryland, Kim joined the public accounting firm of Deloitte and Touche in Washington DC. She then continued her experience by running the financial department of a publicly traded company. Kelly and Kim married in 1997, at which time Kim spent her time providing financial and business consulting to several small companies. While not working on the financial aspects of Campbell Wealth, Kim is busy raising their three children, Connor, Carter and Codie. Kim’s passions are horseback riding and golfing, and spending time with her extended family.

How Kim Benefits You

Kim helps define the strategic direction of the firm and oversees the accounting function.

Rich Clement, CFP®

Director of Financial Planning and Risk Management

Rich Clement, a graduate of the University of Virginia, is a CERTIFIED FINANCIAL PLANNER™ with more than two decades of experience in the financial services industry. Over the years, he has assisted hundreds of clients by helping them identify their goals and objectives and encouraging them to take action to achieve those goals. He knows what works and what doesn’t work when it comes to achieving financial security and Independence. He firmly believes that financial success starts with a realistic vision combined with consistent action – regular communication and advisor consultation will keep everything on the right track.

Rich is the son of a U.S. Army officer and traveled the world before settling in the Alexandria area and eventually marrying his high school sweetheart. They have four children, ages 17 to 26, and have thoroughly enjoyed the hours and miles spent in support of their children’s activities. Now that driving duties are complete, Richard enjoys spending time with his wife Laura, training for the Army 10 Miler in October and exercising through the CrossFit fitness program.

How Rich Benefits You

Rich is responsible for client services and reviews and also works closely to administer the Wealth Mapping™ process for our clients.

Lisa Winward, MBA, CRPC®

Client Relationship Manager

Since beginning her career in financial planning over ten years ago, Lisa has worked with a broad scope of clients managing a full spectrum of financial planning issues – ranging from current finances and risk management to investment management, retirement planning and estate planning.

Graduating among the top third of her class, Lisa received her MBA from Brigham Young University and her undergraduate degree in mass communication/advertising from the University of Utah. Lisa’s career in the financial services industry began at Ameriprise Financial, formerly American Express Financial Advisors. Lisa purposefully chose Ameriprise because of its focus on comprehensive financial planning – and she brings that holistic approach and in-depth experience to our Campbell Wealth Management clients. Lisa especially enjoys working with clients age 55+ and has a designation focused on retirement planning, Chartered Retirement Planning Counselor (CRPC®).

Prior to working in the financial planning industry, Lisa helped businesses achieve their marketing and sales goals. As a client development director and marketing manager on both the agency and corporate side of business, Lisa was exposed to and learned about multiple industries including financial services, candy manufacturing, mass transit and outsourced call center customer service. Although her client interfacing has shifted from companies to individuals preparing for and enjoying retirement, Lisa’s passion for goal achievement remains the same.

Lisa has traveled throughout the world, but is relatively new to the east coast. Regardless of the geography, she enjoys walking, hiking and enjoying the great outdoors. Since moving to Virginia, she is taking in all that it has to offer, visiting new sites with her two dogs Maddie and Ollie.

How Lisa Benefits You

As a member of the client services team, Lisa is responsible for meeting with our clients’ during their review meetings, understanding their financial goals and objectives, updating their financial plans, and making sure they have the information they need in regards to any aspect of their financial situation or relationship with Campbell Wealth Management.

Betsy Hanson

Director of Operations

Betsy has over 25 years of experience in client service and administration. For the last 5 years Betsy’s focus has been in the financial services industry. Betsy earned a degree in Business Administration from the University of Wisconsin-Oshkosh.

As a military spouse she has lived and worked in Denver, California, Hawaii, China and now lives in Maryland with her husband and two sons. Betsy enjoys travelling, reading a good book, gardening, cooking and spending time with friends and family.

How Betsy Benefits You

Betsy helps clients make sense of complicated financial paperwork and spearheads their transition to Campbell Wealth. Change can be a bit scary for a new client so she closely monitors the safe transfer of client’s accounts and is ready to answer any questions that may arise. Betsy is also the Quality Control Manager of Campbell Wealth ensuring that all paperwork and procedures are consistent and meets both internal and external requirements.

Mark Wagner, CFA®

Portfolio Manager

Mark has 20 years of investment management experience working with high net worth and institutional investment clients.  Mark holds the Chartered Financial Analyst ™ (CFA) designation, the industry’s most respected designation for investment management professionals.  He has held positions as a Research Analyst, Director of Research and Portfolio Manager.  These positions include experience with several large bank trust investment divisions including National City Bank, Fifth Third Bank, and Wintrust Financial, as well as a leading mutual fund company, Liberty Funds Group, and an ultra-high net worth family office, Bass Brother Trading.  Mark has also worked as a Client Advisor with Wells Fargo Advisors and Merrill Lynch.  Through his experience, Mark has refined his skills in constructing investment portfolios appropriate to client goals and risk tolerances.

Mark is a graduate of the University of Wisconsin and holds a Bachelor of Business Administration (BBA) in Accounting and Finance, and a Master of Science (MS) in Finance. While outside of the office, Mark enjoys spending time with his seven year old children, Nathan and Lauren, and wife Kathy.

How Mark Benefits You

Mark is a member of Campbell Wealth’s investment management team and responsible for the strategic aspects of our clients’ portfolio management, including research, investment selection, asset allocation and trading.  In addition, Mark has an active role in meeting with our clients to help determine the appropriate portfolio guidelines for their broader financial plan.

Nathan Garcia CFP®

Retirement Planning Specialist

Early in his career, Garcia earned the distinguished industry designation of Certified Financial Planner. The designation required him to satisfy rigorous professional standards including a three year professional apprenticeship, and has sworn to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence, when working with clients.

Prior to joining Campbell Wealth Management, Garcia spent four years as a Financial Planner with Guardian Disability Insurance Brokerage, one of the top insurance brokerages in the country. At Guardian, he helped professionals attain specialty specific owner-occupation disability insurance.

Garcia earned his Bachelor’s Degree in financial planning from Virginia Polytechnic University. He currently resides in Alexandria, Virginia.

Aleta Mellon

Client Services Specialist

Aleta comes to Campbell Wealth with 25+ years of experience in the financial services industry. Early in her career, she earned her MBA in Finance and achieved multiple professional licenses.

In her role as Client Services Specialist, Mellon manages a variety of responsibilities, including: preparations for client review meetings, and assisting in maintaining and enhancing client relationships.

She has various types of experience assisting clients in planning and reaching their financial goals. Aleta has held numerous positions during her career, notably, in retail banking and serving as a Financial Advisor with independent firms and multinational corporations. Mellon is committed to helping others understand the principles of financial management. She regularly presents educational seminars, teaches money management classes and offers her expertise in her volunteer work with churches and other non-profit organizations.

She has a passion for people and enjoys travelling around the world and experiencing other cultures. Aleta is a native of Virginia, but now resides in Maryland with her two sons, Matthew and Brenden, and their Schnauzer, Mylo.

 

How Aleta Benefits You

Aleta benefits you by setting up and necessary preparations for client review meetings, answering questions, and supporting the CWM client service’s team by maintaining and enhancing client relationships.

Kelly Jordan (K.J.)

Client Services Specialist

K.J. comes to Campbell Wealth Management with nearly 20 years of experience in the financial services industry.   She attended Morgan State University and has earned several professional licenses.   Before joining CWM, K.J. spent six years at Oppenheimer & Co. Inc. as a Senior Financial Associate providing full administrative support and serving as the client liaison.

Her professional background includes establishing client service models, stock option administration, estate and trust evaluations, and event planning.

K.J. resides in Maryland with her two daughters, Amber and Jade.  She is a die-hard Washington Redskins fan and active Girl Scout mom.  She also participates in the women’s ministry at her church.

K.J. strives to create a concierge-like client experience.

How K.J Benefits You

As a member of the client services team, K.J. is responsible for assisting clients with any paperwork procedures, new account implementation and processing. K.J. also assists clients with any operational issues including but not limited to online access, account documentation, and distributions. K.J. enjoys building relationships with clients when they call the office, at an event, or when they come to the office for a review meeting.

Amy Midkiff

Client Services Coordinator

Amy is a new addition to the Transition Team.  She’s joins CWM after working in the compliance department of another financial planning firm, where she assisted in updating compliance procedures and documentation. Amy directs the handling and processing of all the required transition paperwork, making the on boarding as seamless as possible. Amy has a great experience and strives to provide a superior client experience.

Amy earned her Bachelor’s degree in Psychology from the University of Arizona in 2005. Originally from Arizona, she relocated to Virginia several years ago, where she enjoys the change of seasons and the DC landscape.

How Amy Benefits You

Amy directs the handling and processing of all the required transition paperwork, making the on boarding as seamless as possible.

Kimberly Clarke

Client Communications and Event Coordinator

Kimberly earned her Bachelor’s Degree from Johnson & Wales University in Providence, RI, with a focus on Communications, Meetings and Event Management.  She entered the financial services world as a teller for Bank of America; a position she held while completing her education. She recently relocated from Boston, MA, to begin a new phase of her career and professional growth, and joins Campbell Wealth Management to enhance our education and outreach programs.

 

How Kimberly Benefits You

Kimberly plans and manages Client Appreciation Events and Educational Seminars. She is also developing a speakers bureau to raise awareness about the importance of retirement planning.

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MEET YOUR TEAM

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Mark Wagner

Portfolio Manager

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Rich Clement 2- small

Rich Clement CFP®

Director of Financial Planning and Risk Management

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