Documents

Mayo Checklist

The Mayo Employee Retirement Readiness Checklist is a planning tool designed to help employees assess how prepared they are for retirement. It typically guides employees through key areas such as understanding pension and savings benefits, estimating retirement income and expenses, reviewing healthcare and insurance options, setting a target retirement date, and identifying action steps to close any gaps. The checklist helps employees organize information, make informed decisions, and create a clear plan for a confident transition into retirement.

Love Letter to My Family

This document can help anyone at any age keep their information organized if the worst were to happen to you.

Documents Needed

Please bring as many documents you can assemble to your first meeting.

Risk Tolerance Questionnaire

Answer this questionnaire as honestly as you can. This will help us understand your risk tolerance when it comes to your investments. We will then use your answers to help design a portfolio that takes into account your risk tolerance and time frame.

Cash Flow Worksheet

Fill in with either your monthly OR annual expenses.