There are three steps to take to best prepare for your Buckets Review Call.
- Complete the Can I Afford to Retire Checklist (which you can download by clicking on the link) to the best of your ability.
- Identify your Retirement Income Style by completing the questionnaire here. The questionnaire should take you no more than 10 minutes.
- Identify the issues and questions that you would like to discuss and email them to be beforehand.
