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How many candles will you blow out at your next birthday?
Less than 45
Many people think having a $1M nest egg is a milestone. How close are you?
It's something I aspire to one day.
I'm close, but not quite over the hump.
Already passed that milestone, and on to the next.
Do you currently work to earn an income?
Over the next 5 years, do you expect your income to:
Continue to increase.
Where do you currently keep the bulk of your nest egg?
What nest egg?
Investments (Stocks, bonds, etc.)
How would you like to live in retirement?
Live the quiet life and scale back.
Maintain my current lifestyle.
Ramp things up! I've got a bucket list to tackle.
How confident are you that you'll be able to live the life you want, when you STOP working.
Not confident at all
What level of risk are you comfortable with to achieve the life you've dreamed of?
Go big, or go home. I'll take on the risk for the chance of higher rewards.
I'll take on just as much risk as necessary to achieve my investment goals.
I like to play it safe. I'm more concerned with losing money than I am gaining it.
How do you currently manage your investments?
I manage my investments myself, and I'm comfortable doing it.
I manage my investments myself, but sometimes wonder if a professional could do it better.
I have a financial advisor, but I wonder if they're really my best match.
I have a financial advisor that I'm happy with.