1. When would you like to retire?
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I’m already retired
Within the next year
1-3 years
3-5+ years
2. What activity is most important to you in retirement?
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Spending more time with family
Traveling and exploring
Volunteering or giving back
Hobbies and personal passions
Continuing to work part-time
Relaxing and enjoying peace of mind
3. Do you own your home?
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Yes, it’s fully paid off
Yes, I’m still paying off the mortgage
No, I rent
4. Do you own a business?
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Yes – I actively run a business
Yes – I own part of a business
No – I do not own a business
5. How do you currently manage your money?
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I do everything myself (DIY investor)
I work with an advisor occasionally
I have a full-service financial advisor
My spouse/partner manages our finances
I’m not sure
6. What is your top financial goal in retirement?
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Creating reliable monthly income
Reducing taxes on retirement income
Preserving wealth for my family
Growing my portfolio
Planning for healthcare and long-term care
I’m still figuring it out
7. How quickly would you like to improve your long-term financial strategy?
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Immediately – I’m ready to get started
Within the next 30–60 days
Within the next 30–60 days
I’m just exploring for now
8. When do you expect to start pulling money out of your investments?
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I’ve already started
Within the next 12 months
1–3 years from now
3–5 years from now
I don’t plan to for a while
9. Please estimate your current monthly savings:
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Less than $1,000
$1,000 – $2,499
$2,500 – $4,999
$5,000 – $9,999
$10,000+
10. Please estimate your total household income:
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Less than $100,000
$100,000 – $199,999
$200,000 – $499,999
$500,000 – $999,999
$1,000,000+
11. Please estimate your total investable assets:
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Less than $500,000
$500,000 – $999,999
$1,000,000 – $2,499,999
$2,500,000 – $4,999,999
$5,000,000+