Dream Up Your Retirement Worksheet!
Step #1 – Dream up your best life in retirement.
Instructions on how to complete the worksheet:
#1 We’ve broken the retirement lifestyle in 4 categories, Vocation, Vacation, Relaxation, and Recreation. Pick the ones you value most.
#2 Pick up to 6 (if you have more great), and a least one from each category.
#3 One page 2 you’ll find a worksheet the ones that are most important to you. There’s room for six, but if you have more write them on the back of the page.
#4 Write a sentence or two describing each vision and then a sentence on why this is important to you.
Any questions, just email me at [email protected]
Step #2 What’s it really going to cost?
Step #3 Mind Your Retirement Gap Worksheet