2. Meet with a fee-only financial planner
This is a good moment, while there’s still time for course corrections, to make sure you haven’t missed any crucial piece of planning. Even people who comfortably manage their own investments can profit from one or two meetings with a fee-only financial planner.
It’s important that the person you see charges an hourly fee with no commissions or products to sell, so they can objectively review your numbers, assumptions and plans.