How old are you?
Your age?
*
Are you married?
Yes
No
When would you like to retire?
Your retirement age
I am already retired
Spouse retirement Age
My spouse is already retired
What's your name?
First and Last name
*
What's your spouse name?
Spouse Name
Do you have children?
Yes
No
How many children you have?
How many kids
How many kids
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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Child 1
Child 2
Child 3
Child 4
Child 5
Child 6
Are children in the future?
Yes
No
Investment and savings contributions
Have you worked for another county / state before?
Yes
No
Do you have any retirement accounts at a former employer?
401K
403B
Pension
Other
None
How much is in your current retirement plan(s)?
Have you started saving?
Haven't started yet
$1-$99,999
$100,000-$249,999
$250,000-$499,999
$500,000-$999,999
$1,000,000+
Do you have kids?
Do you have any children?
Yes
No
Risk Tolerance
What kind of market ups & downs are you comfortable with?
Little
Moderate
Large
Annual income
Include approximate salary, commissions, bonuses, and real estate income.
Your gross income
Spouse gross income
Do you have non-retirement savings?
Yes
No
What is your current mortgage payment?
Are you planning for children at a later date?
Yes
No
Maybe
Not sure yet
How much is your mortgage payment?
Do you have any non-retirement savings?
Yes
No
How often do you normally workout?
0 - 1 times per week
2 - 3 times per week
4 - 7 times per week
What is your non-retirement balance?
Haven't started yet
$1-$99,999
$100,00-$249,999
$250,000-$499,999
$500,00-$999,999
$1,000,000+
Do you have a Roth IRA?
Yes
No
Do you own or rent your home?
Own
Rent
How much is in your Roth IRA?
Haven't started yet
$1-$99,999
$100,000-$249,999
$250,000-$499,999
$500,000-$999,999
$1,000,000+
Does spouse have a work pension?
Spouse workplace pension?
Yes
No
How much is your home worth?
What's the remaining mortgage balance?
Cash Savings Account
Combined 529 balance for all children
Do you have a work place pension?
Yes
No
How much will it pay in retirement per year?
Your mortgage payment
Besides your mortgage, do you and spouse have any other debt?
Yes
No
What debts are you paying off?
Credit Card
Real Estate (other than home)
Student Loan
Car
Other
Balance owing
