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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Call Us Today: (703) 535-5300

Campbell Wealth Management

Evan Beach

Evan is a graduate of the University of Delaware’s school of Business and Economics.

He got his start in the Wealth Management industry straight out of school with ING Financial Partners. In 2014 he was the number one ranked advisor of 240 at McAdam based on revenue.  After spending six years with the same firm, Evan joined Campbell Wealth Management in 2015.

Evan is known for his knowledge of the planning issues that arise in retirement including Social Security. He has instructed classes throughout the Capital region on these topics.  Much of his time is spent helping recent widows and widowers with financial planning issues.  Evan is frequent contributor and has been published on Yahoo Finance, CNBC, Credit.com, TheStreet.com, Bloomberg, U.S. News and World Report, amongst others.

Making further education a priority, at the age of 26, Evan earned his CERTIFIED FINANCIAL PLANNER™ certification becoming one of only 3.3% of CFP® practitioners in their 20’s as of 5/31/15 as named by the CFP® Board. He has an executive certificate in Financial Planning from Georgetown University and is an Accredited Wealth Management Advisor- An industry designation awarded to those with specific planning knowledge for high net worth individuals and small businesses.

Evan is actively involved in the financial planning community.  He is a member of the Financial Planning Association, National Capital Area.  When he isn’t working with clients, Evan loves playing soccer and traveling internationally.  He lives on Capitol Hill, with his wife, Ali, and dog, Tenley.


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