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What is your birthday?

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OK

What is your gender?

OK

What is your marital status?

OK

How many children do you have?

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OK

Are you retired?

You might be retired and still working. We will ask you about that shortly.

OK

At what age do you expect to retire?

Please give us your best estimate.

OK

At what age did you retire?

OK

Are you currently working?

OK

Are you self-employed?

OK

What would you say are some of the top priorities and focus of your life currently?

Select as many as you like

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Learning or taking classes

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Taking care of my family

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Charitable giving or volunteering

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Traveling for pleasure

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My career and work

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Resting and relaxing

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Fitness and health

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Active hobbies

OK

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.

OK

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

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I am married, living with a partner, or anticipate getting married soon

Marriage

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I am saving and preparing for retirement, or am already retired

Retirement

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I am a parent, or am expecting a child

Parenthood

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I am a grandparent or am expecting a grandchild

Grandparenthood

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My children have moved out or will empty nest soon

Empty Nesting

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I am currently or expecting to be a caregiver for a family member

Caregiving

OK

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?

OK
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In this section we will explore how you and your spouse or partner work together and communicate about your life and financial expectations.

Explore Marriage

How long have you been married?

OK

Are you expecting to get married?

OK

Congratulations! When do you expect to get married?

OK

Which of the following expenses related to your marriage do you anticipate?

Select as many as you like

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Wedding and honeymoon expenses

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Purchasing a new home

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Paying higher rent or mortgage

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Household furnishing expenses

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Higher lifestyle and entertainment expenses

OK
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Quick Facts

The average wedding costs $33,391. 

Source: The Knot Real Weddings Study, 2017

Continue
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Talking about money isn't always easy, but good communication on money matters can help spouses/partners avoid misunderstandings and prepare better for their financial goals.

In the next few questions we will explore where you communicate well, and where there might be areas for improvement.

Continue

Have you discussed and made decisions on the following topics with your spouse or partner?

Select as many as you like

How we manage the family budget

How much debt we have and are willing to have

How to best manage our insurance needs

Inheritance and estate planning

Charitable giving

How we prepare for retirement

Our life goals and future major expenses

Our investment strategy