Meet with Common Sense Retirement Planning Get started in 3 easy steps: 1. Discover Use the form below to schedule a meeting with us. During this meeting, we’ll aim to get to know who you are and what you want out of retirement. 2. Evaluate Using the Common Sense Retirement Roadmap, we’ll examine your current financial situation and determine your retirement needs. 3. Plan Receive a custom strategy to help you reach your unique retirement goals. Schedule a Meeting Name* First Last Email* Phone*Message to Common Sense Retirement Planning