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Your Financial Strategies & Career Plan for Retirement

To enjoy life beyond retirement, you need a career plan to address that goal. Most people don’t do this until it is too late. When they do realize what is at stake, they try to catch up in hopes that they will be able to accomplish this goal.

SC&C Financial Strategies quiz, executive retirement goals assessment

Your financial success is driven by the series of career successes you have enjoyed. Success requires planning. Your next job is the next integral step in accomplishing your retirement goals. Here’s a simple fact–over the course of your career, you will have taken control of your career plan or you will have let fate determine the outcome.

Executives who plan and execute a successful career plan retire comfortably. Those who don’t, scramble to keep up, much less retire. Setting financial goals requires one to ask the right questions and then convert those answers into workable strategies to accomplish a clear objective – a reasonable retirement date and a comfortable post-retirement lifestyle.

Here are a few tough questions about your retirement goals. We invite you to answer them and see how you are doing with your retirement planning. If you want to find out how you can accomplish those through improved financial strategies and career positioning, call us and we will share with you how we have helped thousands of senior executives do just that.

For each question in this survey, if you can’t form an answer instantly or you hesitate in any way or the answer is no, PUT A CHECK IN THAT BOX. Don’t waste your time fooling yourself.


Your rating is described:

  • 1 Point – Not too bad and you will probably be fine.
  • 2 Points – You may survive IF you make the right choice going forward.
  • 3-4 Points – You are in serious financial trouble and should seek professional counseling.

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