Goal Setting Questions
Please complete applicable questions, none of which are required. The below questions help us understand you better and build goals aligned with your ideal life and what would be most fulfilling to you.
First Initial and Last Name
*
What was the most memorable vacation you have been on, and what made it special?
Which trips or experiences are on your bucket list?
What is your annual travel budget?
Do you have any big trips planned or goals to take any trips that exceed your normal budget?
Do you plan to relocate, upsize or downsize your current primary home? If so, when and what do you expect to spend on your next home?
Do you have any home improvement projects planned? Please list each project and approximate future date and cost.
Do you own any additional properties other than your primary residence?
Yes, vacation property
Yes, rental property
Yes, and I plan to purchase additional properties
No, but I'm planning to purchase in the future
No, and no future plans to own a secondary property
What is the year and make of your vehicle? What is its' approximate value?
When do you expect to replace this car and what do you expect to spend?
Do you own, or plan to own any boats, RVs, or other lifestyle assets?
Are there any family dynamics that would be helpful for us to know as we build your plan?
Will you need to support adult children, parents, or other relatives?
Yes
Possibly
No
What are your plans for your own potential future care?
I plan to self-fund long term care needs
I plan to buy long-term care insurance
I currently own long term care insurance
My family will take care of me
I haven't created a plan yet
Do you have a current or future gifting plans in place to charities or family? If so, please describe amounts and frequency:
Do you have any plans to change your career or expected changes in income coming up?
If I could snap my fingers right now and fix one financial problem for you, what would it be?
What would happen if your financial goals came true? How would you know when this happened, and how will it be measured?
Generally, when do you hope to retire?
As early as possible
Early - 50s
Traditional - 60s
I plan to work indefinitely
Other
Would you like to work part-time in retirement or provide consulting work? Tell us more below:
Paint a picture of your retirement - how do you fill your days, and how do you feel?
You are unexpectedly given a week off completely from work and other obligations and a bonus to cover costs, how would you spend that week?
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