How Do You Want To Look, Feel, & Live The Last 10 Years of Your Life?
We want to capture your aspirations related to the four dimensions of income, health, purpose, and time freedom, aligning with the themes of financial security, well-being, fulfillment, and freedom.
Name
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First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Who asked you to complete this survey? (First & Last Name)
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1. INCOME
a. On a scale of 1 to 5, how important is achieving financial security as soon as possible and to live financially secure during your retirement years?
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1 (Not important at all)
2
3
4
5 (Extremely important)
b. Please describe one financial goal you would like to achieve before the last 10 years of your life.
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2. HEALTH
a. How important is maintaining your physical and mental well-being as you approach the later years of your life?
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Very important
Moderately important
Not important
b. What activities or practices do you believe are essential for maintaining a healthy lifestyle in your later years?
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3. PURPOSE
a. What does "living with purpose" mean to you in the context of the last 10 years of your life?
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b. How important is finding fulfillment and purpose in your daily activities during your retirement years?
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Extremely important
Somewhat important
Not important
4. TIME FREEDOM
a. How important is having the freedom to spend your time as you choose in your retirement years?
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Extremely important
Somewhat important
Not important
b. What activities or experiences would you like to prioritize with your free time in your later years?
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5. PLANNING
Of the three common retirement fears, which concerns you MOST?
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Retirement Fear #1: Outliving Savings and Investments
Retirement Fear #2: Long-term Care Costs
Retirement Fear #3: Social Security Will Reduce or End
Based on the lifestyle you desire to have in retirement, how much monthly income must you have to fund that lifestyle?
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$5000
$10,000
$15,000
$25,000
$83,333+
Based on the lifestyle you desire to have in retirement, how much monthly income must you have to fund that lifestyle?
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$5,000
$10,000
$25,000
$83,333
Based on your current knowledge, resources, and plan, how confident are you that you will have that level of monthly cash flow passively?
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Very confident - I can withstand most life disruptions because I have enough cash flowing assets or a secure retirement.
Confident - I am on track, great income, no debt, and in great health.
NO I AM NOT CONFIDENT
Other
Would you like to be invited to any zooms or live events to discuss a plan to create income that is sustainable, predictable, repeatable, and growable?
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Yes
No
Submit
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