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- Second Act E2
Time for your Second Act!
Build your Retirement Plan the Right Way.
“A goal without a plan is just a wish.”
The most successful way of building a plan to make sure you’re prepared for retirement is to take it step by step, in an organized, logical way.
When I was still working as a Certified Financial Planner, I used this worksheet to help my clients gather data, clarify their financial goals and create a solid plan for their future.
Now, as part of our “Second Act” YouTube Retirement series, I’m sharing it with you - so you can use the same structured approach to organize your finances, set priorities, and take action.
Whether you're just starting out or refining an existing plan, this worksheet will help you outline your next steps with confidence.
Download it now and start building a financial plan that works for you.
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