Lifestyle Longevity Assessment

Lifestyle Longevity Assessment

Creating Your Best Next Act
Current Situation

Your responses to the following will be analyzed across three key dimensions: 1. Health Optimization 2. Lifestyle Alignment 3. Resource Utilization
Rate each statement from 1-5 (1 = Strongly Disagree, 5 = Strongly Agree)
1. Winter weather significantly impacts my mood or physical health

1

2

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4

5

1 is DISAGREE, 5 is AGREE
2. The maintenance of my current home takes energy I'd rather spend elsewhere

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2

3

4

5

1 is DISAGREE, 5 is AGREE
3. My current location supports my preferred fitness and outdoor activities year-round

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2

3

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5

1 is DISAGREE, 5 is AGREE
4. I have a strong local healthcare team that I trust

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5

1 is DISAGREE, 5 is AGREE
5. I spend significant time traveling to visit family or friends

1

2

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5

1 is DISAGREE, 5 is AGREE
6. My current home is central to my social connections and community

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5

1 is DISAGREE, 5 is AGREE
7. I enjoy experiencing different environments throughout the year

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2

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5

1 is DISAGREE, 5 is AGREE
8. My current neighborhood makes it easy to stay active and engaged

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5

1 is DISAGREE, 5 is AGREE
9. My current home has rooms or spaces I rarely use

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5

1 is DISAGREE, 5 is AGREE
10. I'm comfortable managing two properties and their associated costs

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5

1 is DISAGREE, 5 is AGREE
11. My current home could be modified to better support healthy aging

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5

1 is DISAGREE, 5 is AGREE
12. I have strong feelings about staying in my current community

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5

1 is DISAGREE, 5 is AGREE
Future Vision
Select your top 3 priorities for the next 5-10 years:

Simplifying home maintenanceMaximizing financial flexibilityExpanding travel opportunitiesStrengthening family connectionsOptimizing climate for healthBuilding new social connectionsEnhancing fitness opportunitiesEnsuring healthcare accessReducing stress through lifestyleMaintaining existing community ties
Practical Considerations
Health Factors: Select all that apply

I have seasonal health conditionsI need regular access to specific medical specialistsAltitude affects my healthI have specific climate preferences for my healthPhysical activity is a daily priority
Financial Factors: Select all that apply

I'm interested in building additional real estate equityI want to reduce monthly housing costsI'm comfortable managing two propertiesI want to preserve assets for the next generationI'm interested in rental income potential
Lifestyle Factors: Select all that apply

I enjoy home projects and maintenanceI prefer a lock-and-leave lifestyleSocial connections are a top priorityI value having family visit regularlyI enjoy hosting friends and family
About You
Age Range
Primary Interest*
Name*

First NameLast Name
Email*
name@example.com
Privacy Notice:

Your information will be used to provide personalized recommendations and relevant resources. We respect your privacy and will never share your information with third parties.

What you will receive:

1. Custom resource guide for your indicated path

2. Personalized strategy recommendation based on your health and lifestyle goals

3. Opportunity to schedule a complementary consultation to discuss your results
Should be Empty:

Lifestyle Longevity Assessment

Current Situation

Future Vision

Practical Considerations

About You