Find out if you’re on track to retire
A clearer look at your retirement savings.
Our Retirement Savings Reality Check Workbook helps you evaluate where you stand, uncover potential gaps, and make informed decisions for a more confident retirement.
This workbook is perfect for you if you…
Are in your 50s or 60s and actively thinking about when to retire
Have savings of at least $1M across accounts (e.g., 401(k)s, brokerage accounts, IRAs, RSUs, pensions), but you’re not sure how it all comes together
Have used online retirement tools and calculators before, and walked away with more questions than answers
Want to do the thinking before you make any big decisions
With the Retirement Savings Reality Check, you’ll get:
A realistic picture of what retirement will cost you, accounting for your goals, desired lifestyle, and actual expenses
A clear view of where your retirement income will come from, how much to expect, and when each source starts
A better understanding of what’s competing for your retirement savings (e.g., other financial goals, obligations, and potential curveballs)
A clear sense of where you stand, and what would make the biggest difference between now and retirement
Find out if you’re on track to retire
Hi there, I’m Nathan Lee, CFP®
I founded Servet Wealth Management to help pre-retirees plan for a future they feel confident and excited about.
Nearly every client I work with starts with same question:
“ Given everything we want to accomplish in retirement, do we have enough? ”
That question is why I created this workbook.
While it doesn’t replace professional advice, it does give people a starting point that’s based on their goals and their lifestyle.
Questions you may have
How long will this take?
I know retirement planning feels like a big endeavor, but I designed this workbook to give you answers in 30 minutes or less.
You want clarity, but you don’t have time to spend hours gathering statements and calculating projected income sources. The Retirement Savings Reality Check doesn’t require you to.
I’m not sure I’m ready to look at these numbers.
That feeling is why this workbook exists. You’re not behind, you’re just busy. And you haven’t had a framework to think through all the moving pieces of your retirement plan in one place.
Most people who complete it feel clearer, not more stressed.
I’m not looking for a new advisor.
That’s perfectly fine! You’ll get the workbook plus 5 emails over the next few weeks with things to think about as you work through it. After that, you’ll get our monthly newsletter with retirement planning insights.
Downloading this workbook puts you under no obligation to work with us, and you can opt out from our newsletter whenever you want to. If you ever want to talk, that’s your call to make.
What’s Inside
Retirement Savings Benchmarks
See how your savings measure up.
Readiness
Checklists
Simple checklists to evaluate your retirement readiness.
Key Planning Considerations
Important factors to guide your decisions.
Common Mistakes
to Avoid
Avoid costly missteps that can impact your future.
Questions to Ask Before Retirement
Thought-provoking questions to help you plan with confidence.
Find out if you’re on track to retire
Created by Nathan Lee, CFP®
I read every email and would love to hear if this guide helped you.
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