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

Kelly Miller (K.J.)

K.J. comes to Campbell Wealth Management with nearly 20 years of experience in the financial services industry.   She attended Morgan State University and has earned several professional licenses.   Before joining CWM, K.J. spent six years at Oppenheimer & Co. Inc. as a Senior Financial Associate providing full administrative support and serving as the client liaison.

Her professional background includes establishing client service models, stock option administration, estate and trust evaluations, and event planning.

K.J. resides in Maryland with her two daughters, Amber and Jade.  She is a die-hard Washington Redskins fan and active Girl Scout mom.  She also participates in the women’s ministry at her church.

K.J. strives to create a concierge-like client experience.

How K.J Benefits You

As a member of the client services team, K.J. is responsible for assisting clients with any paperwork procedures, new account implementation and processing. K.J. also assists clients with any operational issues including but not limited to online access, account documentation, and distributions. K.J. enjoys building relationships with clients when they call the office, at an event, or when they come to the office for a review meeting.


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