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Today is Sunday, May 28th, 2023

The TroveStreet Planning Tool

Your TroveStreet Planning Tool template can be filled out below or downloaded as a PDF. We recommend you use this template to organize your notes, thoughts and action items. As you explore TroveStreet, and perhaps have sessions with a TroveStreet navigator, continue to add or refine sections that are important to you. Once you are done, you may want to share this Plan with your loved ones.

Want to get connected to a navigator to help with your planning? Check out our Planning Services page.

Start your planning below.

Money Matters

Take comfort knowing you have the important financial and planning documents you need to reach your goals. Whether your sights are set on establishing a solid plan for retirement, managing your money, or finding the right health insurance resources you need, TroveStreet has the resources to help you get there.

Explore Money Matters in the Resource Center.

Use this section to take notes as you explore resources related to Money Matters.

These are my issues around Money Matters and what it would look like for me when resolved:

Your Issues:

As you think about aging, what are the potential concerns with your money and financial planning for the future?

Resolved Scenarios:

What is your ideal for how you want to approach money and planning as you age?

Next, in the “What I need” column below, list all of the things you need to do now to achieve the Resolved Scenarios you listed above. When you have completed all those tasks on the left, determine what resources or individuals can help you in each area to accomplish your Money Matters goals:

	What I need:	Resource/person who can help me:
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What questions do you still have about Money Matters? List them here. For answers, you may want to research information on TroveStreet or reach out to a TroveStreet Navigator by clicking on “Need Help” below:

	My question:	Answer I've discovered:
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Now, create a statement that summarizes your plan for Money Matters as you age. Use the button below to create a PDF that has your statements from each segment of your planning tool. This is an easy way to share your plans with your friends and family.

One easy formula you can use is:
Within (time period), I need (solution) to (solve problem) so I can have an excellent aging experience.

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