The Retirement Planning Checklist
Are You Truly Ready for Retirement?
Confirm your plan—or begin creating one with clarity and confidence.
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About Annette Bau, CFP®
Retirement readiness isn’t about guessing, hoping, or following generic rules.
It’s about understanding whether your financial strategy supports the life you want to live.
The Retirement Planning Checklist is designed for women and couples who want to:
*Validate their existing retirement plan
*Clarify what’s missing before moving forward
*Make informed decisions with confidence
This guide walks you through the key questions that matter, including lifestyle, income, mindset, planning, and long-term considerations, so that you can see your entire retirement picture clearly.
Whether you’re refining what you’ve built or intentionally creating what comes next, this checklist helps you move forward with purpose.