Retirement Plan Checklist
The Retirement Plan Checklist
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The Local Leaders in Retirement Planning

Kansas City’s Financial Advisors

Build Your PlanBook a Meeting

What’s Inside the Retirement Plan Checklist?

30 Items to Check Before Retirement

Assess your retirement readiness in the following areas:

Full Circle Financial Planning

Date-Based Timeline of Events

Track your progress based on what you should be doing when you are:   

  • 10-15 years from retirement 
  • 5 years from retirement 
  • 2-3 years from retirement 
  • 1 year from retirement 
Age-Based Timeline of Events

Prioritize your retirement planning based on key decisions to make at these ages:

  •  50, 55, 59.5, 60, 62, 65, 66–67, 70, 72
Who is Modern Wealth Management?

Meet Our Team

Dean Barber founded Modern Wealth Management over 25 years ago to give people clarity, confidence, and control when planning for retirement. Now with three Kansas City-area locations, our team of CFP® Professionals, CPAs, estate attorneys, and insurance specialists work together to help you achieve your financial goals.


What Makes Us Different?

Learn More

The Guided Retirement System™  is our comprehensive financial planning process that begins roughly a decade prior to your desired retirement date and goes through the entirety of your retirement. Our integrated wealth management services include investmenttaxestate planning, and risk management.

The Guided Retirement System