Full Name
Email
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What is your Current age?
Under 50
50-59
60-69
70+
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What is your Ideal Retirement Age?
Under 50
50-59
60-69
70+
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Do you plan to work during retirement?
Yes, I plan to work full-time or part-time
Maybe, depending on financial needs
No, I don’t plan to work in retirement
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size of your current investment portfolio?
Less than $500,000
$500,000 - $1,000,000
$1,000,000 - $2,000,000
$2,000,000 - $5,000,000
$5,000,000+
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Do you currently work with a financial advisor, and are you aware of the fees you’re paying?
Yes, I work with an advisor and know the exact fees I’m paying
Yes, I work with an advisor but am unsure about their fees
No, but I’m looking for an advisor
No, and I don’t plan to work with an advisor
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Is your current portfolio properly diversified and actively managed to respond to market changes?
Yes, I use active management with momentum indicators
Somewhat, but it’s not fully responsive to market trends
No, my portfolio is static or unmanaged
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Have you evaluated alternative investments like private markets, Bitcoin, or blockchain to hedge against inflation and currency devaluation?
Yes, I’m actively invested in these options
I’m familiar but haven’t invested yet
No, I’m not familiar with these options
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Have you incorporated tax-efficient strategies or created an estate plan as part of your retirement planning?
Yes, I have both a tax plan and an estate plan
I have either a tax plan or an estate plan, but not both
No, I don’t have either, but I’m interested in learning more
No, I haven’t considered them
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How confident are you about maintaining your desired lifestyle in retirement?
Very confident
Somewhat confident
Not confident at all
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