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Don't Enter Retirement With These Gaps

Don't Enter Retirement With These Gaps

A 3 minute self-assessment to help you identify what's missing from your plan for retirement so you can close the gaps and feel more confident. 

  • Income sustainability

  • Investment alignment

  • Lifestyle assumptions

  • Healthcare funding

  • Estate readiness

Take Your Free Assessment Now

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What the Questions Focus On

What the Questions Focus On

  • Do you have a complete picture of your portfolio (whose, where, when, why)?
  • Is your investment strategy aligned with your goals?
  • How do you plan for distributions from your nest egg in retirement?
  • Have you discussed lifestyle expectations with your spouse or partner?
  • Have you accounted for the costs associated with aging?
  • Are your estate planning documents up-to-date and implemented?

We've been serving families like yours collectively for over 150 years in the Hampton Roads region. These are the kinds of questions we cover to help them create a complete financial plan for their ideal retirement years.

3 Minutes and 20 Questions To Begin Your
Retirement Planning Journey

Many people approach retirement with more questions than answers. Our 20 question self-
assessment will help you:

Clear Up Questions

Most anxiety around retirement is due to a generalized fear, which can be traced back to a lack of a plan. These questions help identify parts of your plan that may require a longer look.

Find Blindspots

Sometimes it’s the things we don’t see or know about that create the biggest problems. These questions will uncover potential blind spots and avoid future surprises

Prioritize To Do Lists

This self-assessment will help you realize which parts of your financial picture may require the most attention and provide a clearer path forward

How It Works

How It Works

  • Complete the 20-question self assessment
  • Identify strengths and potential opportunities for improvement
  • Create a “next steps” list so that you can progress towards retirement with confidence

Take Your Free Assessment Now

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Meet Our Team


With decades of combined experience, the professionals at Courage Korving Miller have helped guide families to financial independence and through retirement. We hope that this assessment will be an easy but meaningful first step on your journey as well.

When You're Ready, Talk To Our Team

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