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


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
Top 7 Retirement Milestones You Need to Know

In this week’s post CEO Kelly Campbell examines several significant retirement milestones.

Read More
5 Common Mistakes You Make in Your Retirement Planning

In his latest post, founder and CEO Kelly Campbell talks about the risks of not guarding against a market decline and buying long-term care insurance.

Read More
What to Do With Your Finances After Losing a Spouse

The loss of a spouse is never easy. In this week’s post Kelly Campbell the need to focus on getting your finances in order.

Read More
A Guide to the Relationship Between Bonds and Interest Rates

In his latest post, CEO and Founder, Kelly Campbell explains that bond prices and interest rates have an inverse relationship, and why this is important in a low interest rate environment.

Read More
5 Musts for a Successful Take-Off Into Retirement

In his latest post CEO, Kelly Campbell, discusses the 5 musts for a successful retirement. He emphasizes the creation of a financial plan as a corner stone of a successful retirement.

Read More
A Guide to Reverse Mortgages

In recent years, questions about reverse mortgages, and whether or not they are a practical way to supplement retirement income, have become more frequent. In his latest post CEO, Kelly Campbell, dives into the details and specifics of reverse mortgages.

Read More
An Investor’s Perspective: Russia’s Invasion of Crimea

CWM’s Director of Investments, Glenn Guard, and provides his informed perspective on the continued dispute over Crimean and the possible economic fallout.

Read More
When to Consider Making a Roth IRA Conversion

If you’re not sure if a Roth IRA is for you, consider some of these tax advantages. Founder and CEO, Kelly Campbell, provides specific criteria for when you should consider making a Roth conversion.

Read More

Newsroom Articles

How to Navigate the Complicated World of 401(k) Fe...

+Read More

5 Future 401(k) Changes to Look Out For

+Read More

Top 7 Retirement Milestones You Need to Know

+Read More


Whitney Jackson 2 - small

Whitney Jackson

Transition Administrator

+Read Full Bio

Lisa W 2 - small

Lisa Winward MBA, CRPC®

Client Relationship Manager

+Read Full Bio