Retire In 10

Ten quick questions to help us tailor your L.I.F.E.™ plan

Your Name *

Date of Birth *

State of Residence *

Retire In 10

Ten quick questions to help us tailor your L.I.F.E.™ plan

What is your current work status? *

What is your targeted retirement date? *

Leave blank if you are not sure

What is your gross monthly salary (before taxes)? *

Retire In 10

Ten quick questions to help us tailor your L.I.F.E.™ plan

What age do you plan on starting to draw Social Security? *

What is your projected monthly benefit amount? *

Estimates work for our reporting.

Retire In 10

Ten quick questions to help us tailor your L.I.F.E.™ plan

Do you expect a pension? *

Yes

Who is the pension for? *

When do you plan to start drawing from your pension? *

What is the project monthly amount? *

Enter your best estimate or put $0

Do you have more than one pension? *

Yes

Retire In 10

Ten quick questions to help us tailor your L.I.F.E.™ plan

What is your marital status? *

Your Spouses Full Name *

Spouse Date of Birth *

If not retired, when is your spouses targeted retirement dat?

Leave blank if you are not sure

If your spouse is working, what is their monthly salary before taxes? *

What is their projected age to start drawing Social Security? *

What is their projected monthly benefit amount? *

Estimates work for our reporting.

Retire In 10

Ten quick questions to help us tailor your L.I.F.E.™ plan

Please provide your retirement account balances as of today. *

401(k)
Roth 401(k)
TSP/403(b)/457
Traditional IRA
Roth IRA

If you have multiple accounts of the same type, a single totla is perfect.

Please verify your cash on hand totals as of today. *

Checking
Savings

If you have any Transfer on Death (TOD) Brokerage Accounts please list the amounts below:

Individual
Joint

Retire In 10

Ten quick questions to help us tailor your L.I.F.E.™ plan

On a scale from 1 to 4, how comfortable are you with market ups and downs in pursuit of growth? *

Retire In 10

Ten quick questions to help us tailor your L.I.F.E.™ plan

What are your currently average monthly expenses? *

A ballpark amount is fine, we will sharpen it together.

What monthly income amount would you like to receive in retirement (before taxes)? *

This sets a target for turning accounts into paychecks.

Retire In 10

Ten quick questions to help us tailor your L.I.F.E.™ plan

Enter Your Email *

Enter Your Phone Number *

By checking this box, I authorize BrightPath Wealth Management to review my responses and contact me by phone, email, or text about my L.I.F.E.™ plan. I understand this is a no-cost, no-obligation conversation.

We don’t sell your data. Your information is used only to prepare your planning conversation.