Step 1 of 5

After you answer a few, simple questions, we will provide you with a personalized set of resources. This will also be helpful when starting a conversation with an advisor.

What keeps you up at night?Select the statements that apply to you.

What keeps you
up at night?

Select the statements that apply to you.

Saving enough for retirement.

How long I need to work.

Providing for my family.

Being able to afford rising healthcare costs.

Next question

Step 2 of 5

What are some of your goals for the future?Select the statements that apply to you.

What are some of your goals for the future?

Select the statements that apply to you.

Start a small business of my own.

Help a child or grandchild with college tuition.

Support a charity that’s near to my heart.

Travel more often, visiting new cities and places.

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Next question

Step 3 of 5

Why are we asking these questions?

The statements you selected help you uncover what’s most important to you, from among seven key life priorities. This insight can help an advisor work with you to achieve your goals.

Seven life priorities

Finances

Bringing it all together and defining your financial goals.

Home

Upsizing, downsizing or buying a vacation home.

Health

Managing healthcare expenses, now and in the future.

Family

Taking care of your family and other people in your life.

Leisure

Spending your free time in ways that are meaningful to you.

Giving

Volunteering, mentoring others and giving to charities.

Work

Working in retirement, selling a business or starting a new one.

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Your answers

Step 4 of 5