People ask me all the time, “Am I on track for retirement?” And the honest answer is… you won’t know until you define what “on track” even means for you.
Most people start with a number, but retirement isn’t just math. It’s lifestyle. It’s flexibility. It’s purpose. So the real question becomes: What does your future self actually need your money to do?
Once you define that, then we can run the numbers:
- How much you’ve saved
- How much you’re adding
- How your investments are allocated
- And how long your money needs to last
From there, we can see whether you’re ahead, behind, or right where you should be.
But here’s the good news. Being behind doesn’t mean you’re done. It just means your strategy needs to change. The sooner you get clarity, the more control you gain.
So yes — you can know if you’re on track.
You just need to know what you’re aiming for.
planwisely #liveconfidently #stuffaboutmoney
Your First Step to Financial Security
Schedule your Strategy Session
Curious about working with Plan Wisely? Schedule your no-obligation 30-minute strategy session with us to explore how we can help you achieve your goals.
Schedule time with Erik
Schedule time with Xavier
