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Investissements De Longpre

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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PDF · 5 pages · Printable

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