Worksheets from Smart Retirement

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Below are the worksheets that Laura and Michael mentioned on Smart Retirement. If you have any questions about the worksheets or need to reach out, please give us a call at (203) 372-4442 or email us at We would love to hear from you!

Desirement Goals Worksheet

This document is meant to help you think about the things you enjoy, and things you've always wanted to do. It's a great place to start, especially if you are unsure what you want to do in retirement. 

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Financial Wheel of Life

The Financial Wheel of Life is a proprietary process we use at Strategies for Wealth Management to help our clients determine how prepared they are for retirement. We encourage you to print this page out, and rate yourself on a scale of 1-10 in each of the 5 categories.
1 is akin to "I have not done anything."
10 would be "I feel confident that I am fully prepared."
Once you have circled a number for each category, connect the dots. If your wheel isn't full and round, you may want to consider reaching out to a financial advisor for help.

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Retirement Income Worksheet

This income worksheet is designed to help you identify expenses in retirement, so you can estimate how much you will need. It will also help identify potential income shortfalls, so you can make a plan to overcome them.

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