Life Transitions

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In each section, consider the life event or transition and indicate whether you are currently experiencing, expect to experience in the short to mid-term, or, anticipate experiencing in the long-term future.

Work Life Transitions

1 Change in career path

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

2 New job

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

3 Promotion

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

4 Job loss

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

5 Job restructure

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

6 Education / retraining

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

7 Sell or close business

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

8 Transfer family business

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

9 Gain a business partner

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

10 Lose a business partner

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

11 Downshift / simplify work life

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

12 Sabbatical / leave of absence

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

13 Start or purchase a business

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

14 Retire

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

15 Phase into retirement

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

16 Other

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

Financial Life Transitions, Part I

1 Purchase a home

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

2 Sell a home

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

3 Relocate

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

4 Purchase a vacation home / timeshare

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

5 Re-evaluate investment philosophy

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

6 Experience investment gain

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

7 Experience investment loss

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

8 Debt concerns

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

9 Consider investment opportunity

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

10 Receive inheritance or financial windfall

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

11 Sell assets

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

12 Other

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

Financial Life Transitions, Part II

1 Change in marital status (marriage)

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

2 Change in marital status (divorce)

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

3 Change in marital status (widowhood)

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

4 Expecting or adopting a child

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

5 Hire child care

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

6 Child entering adolescence

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

7 Child with special needs

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

(Disabilities, medical/dental problems)

8 Child w/pre-college expenses

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

(private school, tutor, lessons)

9 Child going to college

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

10 Child getting married

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

11 Empty nest

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

12 Family special event

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

(Bat/Bar Mitzvah, anniversary party, trip)

13 Helping and/or gifting grandchildren

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

14 Concern about aging parent

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

15 Concern about health of spouse / partner or child

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

16 Family member needs caregiving

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

17 Concern about personal health

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

18 Provide for long-term care

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

(parent, spouse/partner, or self)

19 Disability / hospitalization

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

(self or family member)

20 Death of family member

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

21 Other

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

Legacy Life Transitions

1 Increase charitable giving

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

2 Give special financial gifts

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

(to children / grandchildren)

3 Give parental pension

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

(monthly stipend)

4 Develop an estate plan

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

5 Change estate plan

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

6 Develop an end of life plan

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

7 Other

Currently Experiencing

Anticipate Short to Mid-Term

Anticipate Long-Term

Additional notes or thoughts

Name of Advisor

Barry

Tom

Adam

Other

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