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Retirement Certainty Scorecard™

 
  DISAGREE AGREE
Indicate the degree to which you agree or disagree with the statements below.
1

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.

2

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.

3

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.

4

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.

5

I know that I am utilizing independent advice and strategies which specifically fit my individual situation.

6

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.

7

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.

8

I am confident that my estate planning documents and beneficiary designations are all set up to maximize the benefits that my family receives.

9

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.

10

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

Mirela Tsai

Mirela Tsai serves as Marketing Associate, responsible for developing marketing initiatives to effectively communicate with our clients and community. Mirela is responsible for development and execution of the annual marketing plan, with a focus on marketing, event management and project management. She is dedicated to both the short and long term goals of the firm and strictly focuses on the success of each initiative. She has an eager drive to learn and is focused on understanding the big picture, while also considering the intricate details.

Mirela is dedicated to propelling all of the marketing initiatives forward and is very hands on when it comes to projects. Mirela is personable and outgoing which has created a comfortable environment for our clients and staff. She is working to create a procedural structure which will help establish brand awareness and highlight our dedication to our clients.

Mirela is a graduate of Indiana University of Pennsylvania, where she received a Bachelor of Science in Marketing. She is an avid volleyball player and a frequent participant in charity runs. She enjoys spending time with her husband, Vince, family and two dogs, Cody and Chase.

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