Assessing Your Achievement of Values and Life Satisfaction: Your Financial Planning
An Excerpt From the Curriculum of the 3rd Grapevine
1. Have you estimated the costs for your children's education?
3. Do you estimate the cost for extraordinary expenses/events such as weddings,
parental care, increased mortgage payment for a new home, etc.?
5. Have you estimated how much income you will want after retirement?
6. Have you identified all the various sorts of income available to you after retirement
such as Social Security, IRA, 401K, pension plans, and personal investments?
13. Do you have an effective method for evaluating the quality of each of your investments?
14. Is there a built-in feedback loop for corrective action based on each investment's
annual return?
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