What is your birthday?
What is your gender?
What is your marital status?
How many children do you have?
Are you retired?
You might be retired and still working. We will ask you about that shortly.
At what age do you expect to retire?
Please give us your best estimate.
At what age did you retire?
Are you currently working?
Are you self-employed?
What would you say are some of the top priorities and focus of your life currently?
Select as many as you like
Learning or taking classes
Taking care of my family
Charitable giving or volunteering
Traveling for pleasure
My career and work
Resting and relaxing
Fitness and health
Active hobbies
During the course of our lives, we all experience certain events, or life stages, that re-shape our priorities and financial needs.
In this survey we will explore some of the events and life stages that you are now experiencing or are preparing for.
Which of the following events or life stages are you currently experiencing, about to experience, or are preparing for?
Select as many as you like
I am married, living with a partner, or anticipate getting married soon
Marriage
I am saving and preparing for retirement, or am already retired
Retirement
I am a parent, or am expecting a child
Parenthood
I am a grandparent or am expecting a grandchild
Grandparenthood
My children have moved out or will empty nest soon
Empty Nesting
I am currently or expecting to be a caregiver for a family member
Caregiving
You haven't selected any life stages to explore. If none of these life stages apply to you, we will ask you a few questions about your financial advice priorities.
Would you like to go back and select life stages to explore, or continue to the final section of this survey?