Wealth Checkup for DIY Retirement Planners

Avoid Costly Mistakes and Keep Your Retirement Plan on Track

Download the free checklist today to see if your retirement plan is working as hard as you are.

Retirement planning is complex — especially if you’re managing it on your own. That’s why we created the Wealth Checkup for DIY Retirement Planners, a free downloadable checklist designed to help you evaluate where you stand today and prepare for tomorrow.

This practical tool highlights the steps many do-it-yourself investors overlook, including tax planning opportunities, portfolio adjustments, and estate considerations that can make a meaningful difference in retirement.

With this checklist, you’ll be able to:

Spot common oversights in DIY retirement planning.
Identify potential tax-smart strategies before year-end.
Check if your investments align with your retirement goals.
Review estate and legacy considerations often missed by DIYers.
Help reduce uncertainty by reviewing your financial biases.

Who it’s for:

Individuals and couples nearing retirement with at least $750,000 in assets who want to stress-test their DIY retirement plan.

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