We created this roadmap for you to follow at your own pace. We designed it for everyone, no matter how much or how little money you have, your family situation, or how old you are. It's best to get started on a money management plan before age 65, and then revisit your plan as you age. But if you’re past 65 and haven't started planning yet, that's okay!
This roadmap will jumpstart your journey by helping you:
You may be at the very beginning of your planning journey, somewhere in the middle, or closer to the end. Wherever you are, we hope this roadmap will help you build a plan that works for you and your chosen advocate.