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Are You Prepared
Life Transitions
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Transitions Survey
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Client Center Home
Forms
Are You Prepared
Life Transitions
Present Financial Life
Retirement Planning Readiness Quiz
Retirement Planning Survey
Retirement Vision
Transitions Survey
WealthBuilder Meeting Prep
Return to mgfs.net
Life Transitions
About You
Name
(Required)
First
Last
Email
(Required)
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
Please note the advisor you are currently working with MGFS.
Comments
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