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

Charitable giving or volunteering

During the course of our lives, we all experience certain events, or life stages, that re-shape our priorities and financial needs.

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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

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

I am a parent, or am expecting a child

I am a grandparent or am expecting a grandchild

My children have moved out or will empty nest soon

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

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?

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

How long have you been married?

Are you expecting to get married?

Congratulations! When do you expect to get married?

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

Select as many as you like

Quick Facts

The average wedding costs $33,391. 

Source: The Knot Real Weddings Study, 2017

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.

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

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

Select as many as you like

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

Select as many as you like

In what areas would you most like to improve how you and your spouse/partner discuss and manage your finances?

Select as many as you like

Overall, how well do you think you and your spouse/partner communicate about money and financial issues?

Needs a lot of improvement

Couldn't be better!

Between you and your spouse/partner, who generally makes major financial and investing decisions?

Is there anything else you would like to discuss regarding how you and your spouse/partner can better manage financial decisions?

Thank you! You have completed the Marriage Life Stage section. We will now move on to your next section.

In this section we will explore what is most important to you as a parent, and how to prepare for parenthood in the years ahead.

How many children do you have who are...

Babies or toddlers

Young school age children

Going to college soon

In college or university

Adult children

Are you expecting a new child?

Overall, how do you feel about parenthood?

Select as many as you like

What future parenthood costs and expenses do you anticipate?

Select as many as you like

How financially prepared do you feel for parenthood?

Not at all prepared

Extremely prepared

Which of the following steps have you taken to prepare for parenthood?

Select as many as you like

Quick Facts

The cost for a middle-income family to raise a child through the age of 17 is $233,610. Housing (29 percent) and food (18 percent) account for the largest share, followed by education (16 percent), transportation (15 percent), and health care (9 percent).

Source:  U.S. Department of Agriculture, Expenditures on Children by Families, 2015

Do you have a child with special needs?

Are any of your adult children living with you?

Have you assessed how future parenthood expenses might impact your financial preparation or retirement plan?

How important is it to you to share with your children...

The importance of philanthropy and giving back

Not at all important

Extremely important

How important is it to you to share with your children...

How to manage money wisely

Not at all important

Extremely important

How important is it to you to share with your children...

My values and ethics

Not at all important

Extremely important

How important is it to you to share with your children...

Religious and spiritual values

Not at all important

Extremely important

How important is it to you to share with your children...

Family traditions and history

Not at all important

Extremely important

How important is it to you to share with your children...

How to have a successful career

Not at all important

Extremely important

Have you had a comprehensive discussion with your children about any inheritance you anticipate leaving them?

Is there anything else about parenthood you would like to discuss or share?

Thank you! You have completed the Parenthood Life Stage section. We will now go to your next section.

Empty nesting can be emotionally challenging, but it can also be a time of newfound freedoms. Empty nesting also introduces new life and financial decisions.

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In this section we will explore what empty nesting means to you and how to prepare for this stage of life.

Have you empty nested?

How long ago did you empty nest?

In how many years do you expect all your

children to empty nest?

Which of the following describe how you feel about

empty nesting?

Select as many as you like

Which of the following describe your priorities and new activities after empty nesting?

Select as many as you like