A printable version of this form is available by clicking here The statements below will help you to think about and assess how satisfied you are with many aspects of your financial life. Select and record your level of satisfaction for each statement using the drop-down menus. If you prefer you may print out a copy, complete the form (1 per individual) and mail it to our office at 4812 Northwestern Avenue, Mount Pleasant WI 53406. 1 Work Life Transitions2 Financial Life Transitions3 Family Life Transitions4 Legacy Life Transitions5 Other Notes Name*Email* PhoneWork Life TransitionsChange in career pathNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termNew jobNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termPromotionNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termJob lossNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termJob restructureNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termEducation/retrainingNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termSell or close businessNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termTransfer family businessNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termGain a business partnerNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termLose a business partnerNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termDownshift/simplify work lifeNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termSabbatical/leave of absenceNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termStart or purchase a businessNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termRetireNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termPhase into retirementNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termOtherNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-term Financial Life TransitionsPurchase a homeNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termSell a homeNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termRelocateNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termPurchase a vacation home/timeshareNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termRe-evaluate investment philosophyNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termExperience investment gainNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termExperience investment lossNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termDebt concernsNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termConsider investment opportunityNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termReceive inheritance or financial windfallNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termSell assetsNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-term Family Life TransitionsChange in marital status (marriage)Not AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termChange in marital status (divorce)Not AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termChange in marital status (widowhood)Not AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termExpecting or adopting a childNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termHire child careNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termChild entering adolescenceNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termChild with special needsNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termChild with pre-college expensesNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termChild going to collegeNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termChild getting marriedNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termEmpty nestNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termFamily special eventNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termHelping and/or gifting grandchildrenNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termConcern about aging parentNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termConcern about health of spouse/partner or childNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termFamily member needs caregivingNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termConcern about personal healthNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termProvide for long-term careNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termDisability/hospitalizationNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termDeath of a family memberNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termOtherNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-term Legacy Life TransitionsIncrease charitable givingNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termGive special financial gifts to children/grandchildrenNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termGive parental pension (monthly stipend)Not AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termDevelop an estate planNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termChange estate planNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termDevelop an end of life planNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-termOtherNot AnticipatingCurrently ExperiencingAnticipate short to mid-termAnticipate long-term Other NotesCAPTCHA
