Resources

What We Review

• Gather income, accounts, pensions, annuities, insurance, and property information.
• The information and documents needed for review
• Important timing, tradeoffs, and coordination questions
• The next action and who is responsible

Questions to Consider

• What information is needed at this stage?
• What decisions are being prepared—but not rushed?
• Who is responsible for the next action?
• How does this step connect to the complete Retirement Descent process?

How It Connects

Discovery panels explain the information gathered before analysis begins.

This information is educational and should be coordinated with the appropriate registered, licensed, tax, legal, healthcare, or other qualified professional when specialized advice or implementation is needed.