G+G: Goal Setting Questionnaire

Goal Setting Questionnaire

These questions are designed to help us understand what matters most to you, so we can build a financial plan that supports the life you actually want. None of the questions are required. Please answer whatever feels relevant to you.
First Initial and Last Name
If we could snap our fingers right now and ease one financial stress or concern for you, what would it be?
If your financial goals came true, what would change? How would you know this had happened? (For example: a specific dollar amount, feeling more secure, having more time, less stress, etc.)
What was the most memorable vacation or trip you’ve taken, and what made it special?
What trips, adventures, or experiences are currently on your bucket list?
Approximately what is your annual travel budget, if any?
Do you have any big trips planned or goals for experiences that would exceed your normal travel budget?
Do you plan to relocate, upsize, or downsize your primary home? If so, when, and what do you expect to spend on your next home?
Do you have any home improvement or renovation projects planned? Please list each project along with the approximate timing and cost.
Do you own any additional properties beyond your primary residence? (Select all that apply, if any.)
What is the year and make of your current vehicle, and its approximate value?
When do you expect to replace your vehicle, and about how much 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? (Examples: blended families, aging parent care responsibilities, ongoing financial support to family members, or differing money approaches between partners.)
Do you currently support, or expect to support in the future, adult children, parents, or other relatives? If yes, please explain.
Are you currently making gifts to family members or charities, or do you plan to do so in the future? If yes, please share approximate amounts and how often you give.
Do you anticipate receiving any significant gifts or inheritance in the future? If so, please explain.
Do you have any plans to change your career or expect any meaningful changes in income? If so, please explain.
You are unexpectedly given a week completely off from work and other obligations, plus a bonus to cover costs. How would you spend that week?
Generally, when do you hope to retire?

Other
Paint a picture of your retirement. How do you fill your days, and how do you want to feel during this phase of life?
Would you like to work part-time, consult, or stay professionally engaged in retirement? If yes, please tell us more.
What are your thoughts or plans regarding your own potential future care?
When considering long-term care, what level of support do you imagine or prefer?

Other
Are there any additional goals, dreams, or financial milestones we didn’t ask about?This can include major purchases, anticipated life events, or things you’re simply hoping to make possible.
Should be Empty: