Planning for the Future: Assessing Your Changing Needs As You Age

As we age and our needs evolve, it’s key that those circumstances within our control evolve, too. It may be that the living arrangements, routines, and even hobbies that worked for us in earlier years no longer make sense as we age.

At Truepoint, we understand the importance of staying ahead of these changes. We’ve developed this checklist, our ‘Lifestyle Assessment Checklist,’ to help our clients navigate the shifting landscape that comes with aging.

This tool is designed to help you evaluate your current lifestyle and anticipate future needs. It covers a range of topics, including health and wellness, housing, family dynamics, and financial planning and provides an opportunity to reflect on your circumstances and prompt important conversations about your future.

Whether you’re considering downsizing your home, exploring retirement communities, or planning for long-term care, the checklist aims to help you make informed decisions that are aligned with your ideal vision for the future.

At Truepoint, we’re here to support you every step of the way as you navigate the changes that come with aging. Contact us today to learn more about how you can plan for the future with confidence.

Truepoint Wealth Counsel is a fee-only Registered Investment Adviser (RIA). Registration as an adviser does not connote a specific level of skill or training. More detail, including forms ADV Part 2A & Form CRS filed with the SEC, can be found at Neither the information, nor any opinion expressed, is to be construed as personalized investment, tax or legal advice. The accuracy and completeness of information presented from third-party sources cannot be guaranteed.

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