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.

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Campbell Wealth Management

Aleta Mellon

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 working towards 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.


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