Welcome to the Retirement Assessment!

Take control of your financial future and assess whether you're on track to a successful retirement in 4 Easy Steps. Central Coast Financial Management is here to help insure that you are prepared!

1. Answer a Few Simple Questions

It will take you only a few minutes. If a question doesn't apply to you, just skip it.

2. View Your Retirement Achievement Progress

Get a snapshot of your current ability to meet your retirement goal. We'll offer suggestions and highlight any opportunities.

3. Test Your Retirement Alternatives

Create What-If scenarios and experiment with different strategies to solve for your retirement needs.

4. Take Action

Take the next steps towards achieving your goal.