How confident are you that your financial plan would work the way you expect if life suddenly changed?

Very confident

Mostly confident

I’m not completely sure

Honestly, I don’t know

Which best describes your current life insurance?

I have personally owned coverage that I’ve reviewed recently

I have coverage, but it’s been a while since I reviewed it

Most or all of my coverage is through work

I don’t have coverage or I’m not sure what I have

Do you have an old 401(k), 403(b), IRA, or other retirement account from a previous employer?

Yes

I think so / I’m not sure

My retirement accounts have been reviewed recently

What is the approximate combined balance of your old retirement accounts?

Under $25,000

$25,000–$50,000

$50,000–$100,000

More than $100,000

I’m not sure

Which retirement topics have you planned for? Select all that apply.

Creating retirement income

Taxes in retirement

Potential long-term-care expenses

Protecting part of my retirement from major market losses

Leaving money behind

I’m not sure / I’ve never really looked at these

How confident are you that your estate plan reflects your current wishes?

Very confident — everything is current

I have some documents, but they may need updating

I only have a will or basic documents

I don’t have an estate plan

I’m honestly not sure

Which life changes have happened since you last reviewed your financial plan? Select all that apply.

Got married

Had or adopted a child

Bought a home

Changed jobs

Started or purchased a business

Significant income change

None of these

What would you most like help reviewing?

Life Insurance — Make sure my family is properly protected

Retirement — Review old accounts and my retirement strategy

Estate Planning — Make sure my wishes and family are taken care of

All Three — I’d like to see how everything works together

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