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


5 Reasons to Skip the Roth IRA

Roths have great tax advantages, but they aren’t for everyone.

Read More
How to Spring Clean Your Finances for Retirement

While you spruce up your home, consider doing the same for your portfolio.

Read More
How to Prepare for a Storm in Your Retirement Forecast

Is your retirement plan prepared for bad weather?

Read More
3 Big Investing Factors to Consider in 2015

We’re seeing some repeated themes from last year: oil prices, rising interest rates and a strong dollar.

Read More
This Simple Savings Rule Will Help You Accumulate Wealth

You can grow your wealth if you exercise discipline and stay consistent.

Read More
Top 5 Financial Goals You Should Consider for 2015

Celebrate the new by adding financial goals to your New Year’s resolutions.

Read More
Have Bonds Lost Their Safety?

Investors may want to consider shorter duration bonds.

Read More
9 Last-Minute Tax Strategies for 2014

The end of the year is the perfect time to get all of your tax strategy ducks in a row. Consider running a “mock” tax return so you know your potential tax liability.

Read More
5 Questions to Ask When You Rebalance a Portfolio

Don’t simply look at performance. Fees and turnover ratios are important factors to consider.

Read More
Vet Your Financial Advisor in 3 Easy Steps

How your financial advisor is paid tells you a lot about his or her responsibilities.

Read More

Newsroom Articles

5 Reasons to Skip the Roth IRA

+Read More

How to Spring Clean Your Finances for Retirement

+Read More

How to Prepare for a Storm in Your Retirement Fore...

+Read More


Rich Clement 2- small

Rich Clement CFP®

Director of Financial Planning and Risk Management

+Read Full Bio

Kelly Campbell (red) 2 - small

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

Founder and CEO

+Read Full Bio