Retirement Survey

Question 2

Select the ONE option below that most closely matches your current situation.

Question 3

Select the ONE option below that most accurately describes your current financial retirement status.

Question 4

Select the ONE option below that most accurately describes your current employment status.

Question 5

Which of the following options appeal the most to you in your next chapter? Select all that apply.

Question 6

What do you consider to be your greatest retirement challenges? Select all that apply.

Question 7

Read the following statements, then rate the frequency with which you have these thoughts and feelings.

Question 8

Read the following statements, then decide how strongly you agree or disagree with each one.

Question 9

What is keeping you from achieving what you really want for this stage of your life? Select all that apply.

Question 10

For each of the following statements rate their importance to you in making a successful transition into retirement.

If you'd like to add any additional thoughts/comments about retirement, please add them in the box below. Totally optional but really useful!