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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.

Saving enough for retirement.

How long I need to work.

Providing for my family.

Being able to afford rising healthcare costs.

Step 2 of 5

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.

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

Health

Managing healthcare expenses, now and in the future.

Home

Upsizing, downsizing or buying a vacation home.

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.

Finances

Bringing it all together and defining your financial goals.

Step 4 of 5

Getting you the right resources

Based on your responses, we selected the highlighted priorities. Feel free to click on others that are important to you, or remove those that aren't.

Dive deeper and we’ll provide resources, articles and videos selected just for you.

Health

Home

Family

Leisure

Giving

Work

Finances

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