Retirement Goals & Vision

At what age do you ideally want to retire (fully or partially)?

Do you plan to travel in retirement? If yes, what type of travel interests you?

How would you describe your desired lifestyle in retirement?

How much $$ do you aim to spend per month during retirement?

How long do you anticipate being in retirement?

Risk Tolerance & Investment Preferences

On a scale of 1–10 (1 = Very Risk-Averse, 10 = Very Risk-Tolerant), how would you rate yourself?

If your portfolio dropped 20% suddenly, which action would you most likely take?

Which investments are you most comfortable with? (Select all that apply)

Are you interested in socially responsible or ESG-focused investments?

Additional Considerations

Which other major goals are part of your financial plan?

Any special circumstances or questions you want to address? (e.g., caring for aging parents, inheritance, career changes)

On a scale of 1–10, how confident are you about achieving your retirement and financial goals?

Current Financial Situation

What is your current annual income (before tax)?

Which best describes your employment status?

Approximately how much do you spend monthly on all expenses?

Do you have an emergency fund? If so, how many months of expenses does it cover?

Please list any major debts (e.g., mortgage, student loans, credit card balances). If none, type "None".

Briefly describe your key savings/investment vehicles (e.g., 401(k)/RRSP, brokerage account, real estate, etc.).

Contact Details

Full Name

Phone *

Email *

Date of birth

What is your marital status?

How many dependents do you have?

Which state/province/country do you reside in?

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