Campbell Wealth December 2018

CampbellWealth.com • (703) 535-5300 • 330 John Carlyle St., Suite 600, Alexandria, Virginia 22314

Several weeks back, I met with a good friend who’s a two-star general and a pilot. He graciously offered to take me and my kids out flying in his plane. I took him up on the offer, and we got together on a cold, windy Saturday for the flight. We showed up bright and early at the Leesburg Airport, ready to go. But before any of us hopped onto the plane, we gathered around and watched as the pilot prepped his plane for the flight. In this moment, what really stood out to me was how he went, line by line, through a preflight checklist. What was even more interesting was the checklist itself. It was a well-used, dilapidated piece of paper. It had been through many preflights. Despite being a pilot for decades, he never once failed to go through his checklist. He made no exceptions and explained that everyone who flies takes the time to go down their checklist. It’s all about ensuring a safe flight. After the flight, it occurred to me that we do something similar at Campbell Wealth Management. We have pre- and post-retirement checklists that we go over with our clients on a yearly basis. We sit down with every client and go through them line by line. These checklists are one part of a systematic process designed to help our clients get from point A to point B —with point A being where they are today, and point B being their retirement “destination.” To help our clients arrive at their destination safely, these retirement checklists cover a wide range of circumstances, including the good, the bad, or the unexpected. Getting to Your Retirement Destination Safe and Sound

Ideally, everyone should have a retirement checklist. Every retirement is different, which means every retirement destination is different. It comes down to individual goals and desires. Having a checklist keeps you on track and serves as a reminder of all the things you need to do to achieve your retirement goals while avoiding hazards along the way. If you do hit a hazard, the checklist can help you and your family determine how to handle it. As this year comes to an end, make sure you’ve covered everything on your retirement checklist by giving us a call. We can sit down with you, go over your checklist, and see what we can do to finish the year strong. We can also address any concerns you may have. If your checklist is looking good for this year and you want to get a jump on next year, we can help you with that as well. We can also help any friends or family you have who may be concerned about their retirements. We’re more than happy to send them a retirement checklist so they, too, can have this resource as they get ready for the new year. And with that, from all of us at Campbell Wealth, and from my family to yours, we wish you the happiest of holidays! Kelly Campbell

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