Retirement Vision Assessment

Please answer these questions to help redefine what retirement means to you

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* 1. What do you most enjoy doing? (4 = top choice; 1 = lowest choice)

I love to kick back and relax.

I love to spend time with family and friends.

I love exercising.

I love my work.

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* 2. How do you want to spend your time? (4 = highest priority; 1 = lowest priority)

I want to visit a lot of places.

I want to catch up with friends.

I want to make health a priority.

I want to continue finding new challenges.

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* 3. What are your goals for the next phase of life? (4 = most excited about; 1 = least excited about)

I want to start working on my “bucket list.”

I want to start making memories.

I want to get in top shape.

I want to make a difference in the world.

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* 4. What best describes your perspective on the next phase of life? (4 = closest to your perspective; 1 = least similar to your perspective)

I want to wake up to an empty agenda.

I want to be more involved in the community.

I want to increase my energy level.

I want to feel challenged intellectually.

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* 5. What activities do you want to engage in? (4 = top ranking; 1 = lowest ranking)

I want to travel more.

I want to invest in relationships.

I want to read and learn more.

I want to be highly engaged in what I do professionally.

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* 6. What ambitions do you have? (4 = highest priority; 1=lowest priority)

I want to get away from work.

I want to spend more time with my spouse.

I want to seek balance and meaning.

I want to continue doing what I do.

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* 7. Below is a list of attributes of those who have NOT retired well. Choose the ones that concern you and that you would like to avoid when you retire. (Select up to 5 answers)

Lack of challenges

Lack of hobbies

Boredom

No social network

Marital strain

Trouble adapting

Feeling isolated

Loss of identity

Lack of structure

Intellectual decline

Upended plans

Health issues

Not enough savings

Fear of spending money

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* 8. Below is a list of attributes of those who HAVE retired well. Choose the ones that have observed in other retirees and that you would like to replicate for yourself. (Select up to 5 answers)

Community engagement

Active bucket list

Robust network

Active social life

Work (at least part-time)

Fulfilling hobbies

Routines

Purpose-drive activities

Well thought-out plan

Positive family relationships

Physically active

Coaching/mentoring

Supporting a cause

Continuing to learn and be challenged

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* 9. Please provide your contact information below.

First & Last Name

Email Address

Disclaimer: Securities offered through LPL Financial, Member FINRA/SIPC. Financial planning offered through Brown and Company, Inc., a registered investment advisor and separate entity.