Retirement Readiness Stoplight Worksheet

Here’s something I’ve been working on the last few weeks.

I was looking for a relatively simple, quick self analysis tool for my clients to give themselves a personal financial planning check-up.

Much of this is not original, I’m sure bits and pieces have come from a number of sources. I know the stoplight idea came from the Ag Credit Crisis in the 1980’s and most of the status bullets came from a variety of sources over the years.

Anyway, take a look at. Hopefully you will have mostly green lights, but if you have some yellows or reds you want to discuss, let me know.

Red Yellow Green Light WorksheetDLW Planning

No matter what, let me know what you think of the concept.