Money Path 4: Get Retirement Ready

Feel confident about your retirement plan, understand how your investments support it, and know what steps to take next.

Your lessons and tools:

Class 1: Retirement Check-In

Class 2: Our Portfolio's Asset Allocation

 Tool: Vanguard's Asset Allocation Questionaire

Class 3: Risk Adjusted Portfolios

Class 4: Estate Planning

Your next step

You don't need to complete all four classes at once! Start with Class 1 and work through the others at your own pace.

Once you've gotten organized, bring your biggest question to an upcoming Office Hours or join us for a Goals Check-In to get some accountability. We're here to help you keep making progress!