1. Your age range?
Under 34 35–49 50–62 63+
2. Current situation?
Single Married or partnered Divorced / Widowed
3. Retirement timeline?
8+ years away Within 7 years Already retired
4. Do you want help with any of these in the next 5 years? (Choose all that apply)
Saving and paying for kids or grandkids college Gifting money to family while minimizing taxes Reducing a large over-concentrated stock position Leaving a legacy or supporting charity Protecting my spouse and kids from financial stress if I'm gone None of the above
5. Biggest money concern right now?
Mostly Investment Growth Making sure my money lasts as long as I (or we) do Reducing Taxes on Investments, Social Security or Inheritance
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