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


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
Like Thanksgiving, Portfolios Should Have a Little of Everything

Your investments should be as diverse as the smorgasbord on your Thanksgiving table.

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
Retirees Should Invest for Total Return

If you’re not looking at total return, you’re not seeing the whole picture.

Read More
8 Retirement Milestones That Affect Your Investment Decisions

Factor these ages into your retirement planning.

Read More
3 Questions to Ask Before Choosing a Retirement Portfolio

Taking your investment strategy and time horizon into account will help you decide on allocations.

Read More
3 Ways to Maximize Your 401(k)

If you change your funds on a weekly basis, you’ll likely underperform your index benchmark.  

Read More
How to Navigate the Complicated World of 401(k) Fees

Understanding fees and who pays them is essential to improving your returns.

Read More
5 Future 401(k) Changes to Look Out For

The days of only being able to invest in stock or bond mutual funds within a traditional 401(k) model are over.

Read More

Newsroom Articles

9 Last-Minute Tax Strategies for 2014

+Read More

5 Questions to Ask When You Rebalance a Portfolio

+Read More

Like Thanksgiving, Portfolios Should Have a Little...

+Read More


Sharon Burton (Shari)

First Impressions Specialist

+Read Full Bio

Kim Campbell  2- small

Kim Campbell

Chief Financial Officer

+Read Full Bio