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Kate knew she should have more questions, but she was embarrassed that she didn’t know what to ask. On top of that, Kate didn’t know who to trust. Once Kate goes through the Prosperity Map process, she is able to: Determine what it would take to retire at 65 instead of 70 Delegate management of their investments Feel confident having a conversation at a dinner party if money topics come up Get the family affairs in order so the surviving spouse and their kids would be taken care of in the event of one of them passing, including life insurance and a will Prepare for long-term care medical costs Plan for taxes in retirement Feel in control of her financial future Trust the advice she gets and appreciate the accountability from her financial team https://images.squarespace-cdn.com/content/v1/5ff73fd3a0a85e050254b3e6/853fd098-4034-47e3-ad19-3eaa73997480/andrew-neel-7crB2ccrmPo-unsplash.jpg Services - Judy Judy, 64, is preparing to retire in the next year or so. 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