Free Retirement Checklist
For San Diego Nurses
After a 12-hour shift, the last thing you want to do is crunch numbers.
Our FREE Retirement Planning Checklist helps you get a clear picture of your financial
future—so your days off are for Netflix, not spreadsheets.
What’s Inside the Checklist?
The checklist covers the key areas of financial planning, without the overwhelm:
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Set Your Goals
Identify your top retirement goals and when you'd like to retire.
Know Your Finances
Review income, expenses, savings, retirement accounts, and insurance benefits.
Plan Your Income
Estimate your retirement needs and create a tax-efficient withdrawal strategy.
Manage Healthcare
Ensure Medicare and long-term care plans are in place.
Secure Your Estate
Update wills, trusts, and designate beneficiaries for peace of mind.
Get checklist here
You’ve worked hard—planning for retirement should be the easy part. Download our Free Retirement Planning Checklist now and take the first step toward a secure and fulfilling future.
Why Choose HealthHarbor Financial
Planning?
Specialized experience
we have decades of experience working in healthcare
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Personalized guidance
for those close to retirement age - or younger
Proven strategies
that align with your retirement goals
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