Strategic Path Document (SPD)

Developing a Strategic Path (SPD) requires a snapshot of where you want to be in the future, where you think you are, and where you really are. It only takes a moment to complete the form and it might help stimulate your thinking and focus your planning toward developing your own Strategic Path. We will be happy to e-mail the document once completed and submitted.

From here, there looks pretty good...

The future is bright...what are your goals?
Please evaluate the following statements by order of importance.

  Not at all Important Somewhat Important Neutral Important Very Important
Continue current lifestyle throughout your lifetime
Generate more income from savings and investments
Design, build or manage a retirement portfolio
Provide a legacy for family members
Offer financial assistance for children or grandchildren
Develop strategies for employer sponsored retirement plan distribution
Develop the best strategy for my Social Security benefits
Provide a legacy or final tithe for a favorite charity

The future presents challenges...what might get in the way of accomplishing your goals?
Please evaluate the following options by order of importance.

  Not at all Important Somewhat Important Neutral Important Very Important
Inflation
Stock market volatility
Changes in tax rates
Legislative changes in Social Security
Poor health - spending financial resources too quickly
Good health - outliving financial resources
Care for a parent, special needs child or struggling family member
Employment

The future brings opportunities...what gets you excited about the future?
Please evaluate the following options by order of importance.

  Not at all Important Somewhat Important Neutral Important Very Important
Starting a new career or business
Financial independence
Retirement
Traveling
Spending time with children, grandchildren
  • The present...where are you now? (check all that apply)