5.3 Update Your Numbers

Your readiness score depends on the accuracy of your inputs. Outdated numbers can give you a false picture of where you stand. 

Refreshing these figures ensures your plan remains a true reflection of your current financial situation and future goals. 

  • Update your income, including side or rental income 
  • Adjust your retirement age if your timeline changes 
  • Set or refine your target retirement income based on lifestyle 
  • Add outside savings to see your true full picture 
Book a call with our team for a personalized walkthrough, customized materials, and helpful recommendations on how to bring this solution to your clients and members.

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