FREE GUIDE
Are You Ready for Retirement?
25 essential questions to assess your retirement readiness in 15 minutes — and know where to focus next.
WHAT YOU GET
A clear, structured checklist
Retirement planning is not a mystery, it's a sequence of questions to answer methodically. This guide gives you the 25 questions we ask first to every new De Longpre client — so you can run your own diagnostic, at your own pace.
- 25 questions structured across 6 sections
- Printable format, fill in at home
- Spot your blind spots in 15 minutes
- Prepared by a financial planner (Pl. Fin.)
GUIDE STRUCTURE
Retirement income5 questions
Expenses & budget4 questions
Taxation4 questions
Estate4 questions
Health & insurance3 questions
Investments5 questions
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