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LIFESTYLE PLANNING CHECKLIST

Updated: 4 days ago








By Louis Green, CFA®, CFP®, CRPS®


Lifestyle Planning Checklist

  • Take inventory of your hobbies and interests – can you continue to pursue them as you age?

  • Consider where you plan to live. Is it optimal to stay in your current home when you retire?

  • Look into joining groups to stay social.

  • Stay active by taking walks, joining a gym, or signing up for a class that interests you.

  • Create a plan to cover long-term care expenses.

  • Develop a budget to account for health care expenses.


Let’s Talk

Find out how Prestiq Wealth can help you create a comprehensive financial plan based on their book, 5 Steps To Retirement Planning.






All advisory services are offered through Savvy Advisors, Inc. (“Savvy Advisors”), an investment advisor registered with the Securities and Exchange Commission (“SEC”).



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