The Retirement Check-Up:
8 Questions to Know You’re On Track

(Even If You Plan to Manage Your Own Money)

Take 5 minutes to get clarity, catch blind spots, and help your spouse feel more secure—without handing over control.

Why This Matters

You’re smart. You’ve saved. But are you sure you’re not missing something?

If you’re within 10 years of retirement and plan to manage your own finances—or already are—this quick retirement check-up is designed for you.

You’ll get:

  • 8 must-answer questions to make sure your plan holds up

  • Common oversights even experienced investors make

  • A special section to help your spouse know what to do if something ever happens to you

What’s inside

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Tax & withdrawal strategy checks

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Social Security and healthcare triggers

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Backup plans for you and your spouse

Get the Free Checklist

✺ Barrett FP is a fiduciary, fee-only firm offering hourly advice for people who want to stay in control. No commissions. No assets under management. Just clarity, when you want it. ✺

Ready to see if we’re a good fit? Find out now.