Let’s keep your financial strategy on track

A good financial strategy reflects the whole you. So, when your life changes, we’d like to know about it. Please complete the quick questions below, so we can help you identify any goals that may need to be adjusted.

Let’s check in on your general financial well-being…
Is there anything keeping you up at night? Yes
 No
Do you worry about your finances a lot? Yes
 No
Do you have a big problem you’re trying to solve right now? Yes
 No
As you look forward to retirement, has anything important changed?
Has your retirement time frame changed? Yes
 No
Are you thinking you’ll need to delay retirement in order to reach your goals? Yes
 No
Have any of the basic living expenses you’ve identified for retirement changed? Yes
 No
Have you created a goal for expenses that will be paid from investment assets (i.e.: renovating the kitchen or taking a trip to Europe)? Yes
 No
Have you identified anything new that will make your retirement more satisfying? If it is a big purchase (cars, travel, gifts, etc.)? Yes
 No
If you’re already retired…
Have any of your living expenses changed? Yes
 No
Has anything significant in your life changed that may affect your retirement income? Yes
 No
Because your life insurance policy should change as your life does, are there changes we should consider?
Have you gotten married or divorced? Yes
 No
Have you given birth to or adopted a child? Yes
 No
Are you now responsible for a grandchild? Yes
 No
Have you switched jobs or experienced a significant change in income? Yes
 No
What other financial obligations will you need to plan for?
Do you still have college expenses to pay or start saving for (kids, grandkids or yourself)? Yes
 No
Have you planned for long-term care expenses? Yes
 No
Do you have a plan in case you or your spouse is disabled and can no longer work? Yes
 No
Other important changes
It is important for us to keep our files updated. Please let us know if any of the following have changed:
Address:
Email:
Phone Number:
I have a different question:
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GE-4931795.1 (09/2020) (Exp. 09/2024)