Because life looks different to everyone.
It's not just about retiring...it's about pivoting to your next phase in life!
PIVOT Retirement Planning ™ is built around saving money into five "buckets." This document is a helpful tool to organize your money and streams of cashflow in a simple, logical way.
- How much do you need to operate day-to-day?
- What's an emergency fund?
- What do you need?
- What do you want?
- How do you want to leave your legacy?
Get your complimentary worksheet today!