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Answer the 3 Questions below.    If you need some ideas after you completed  Question #3,  Contact me.

Name: _________________________

1. When would you like to retire?

___ In one year

___ In two years

___ In five years

___ In ten years

Great! What’s your plan to achieve this goal?

________________________________________________________________________

2. How much money do you need monthly to retire?

___ $1,000

___ $2,000

___ $3,000

___ $5,000 or more

Great! What’s your plan to receive this monthly income?

________________________________________________________________________

3. How much money do you need to invest at a 6%

return to receive your desired monthly income?

(Take your answer from question #2 and multiply by 200.)

$____

Great! What’s your plan to accumulate this money?

________________________________________________________________________