Question 1 of 5
Do you have questions about any of these topics?
- Balancing my retirement goals with other financial priorities.
- Retiring in a down market.
- Preserving my assets over the long term.
- Navigating challenging moments, like a change in income.
Do you have questions about any of these topics?

I have multiple questions

I have some questions, but I generally feel confident

I have 1–2 questions but can resolve them on my own

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Question 2 of 5

How confident are you in your tax strategy?
How confident are you in your tax strategy?

Highly confident

Somewhat confident

Not entirely confident

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Question 3 of 5

How comfortable are you rebalancing your portfolio?
How comfortable are you rebalancing your portfolio?

Very comfortable

Somewhat comfortable

Not comfortable

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Question 4 of 5

How do you decide when to withdraw your savings for retirement or other needs?
How do you decide when to withdraw your savings for retirement or other needs?

I struggle with these decisions

I’ve done some research but still have many questions

I have a strategy ready to go

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Question 5 of 5

Consider how much time you spend on investing. Would you say this time is:
Consider how much time you spend on investing. Would you say this time is:

Enjoyable—I like managing my investments

Neutral—Not bad, but I'd be open to working with a professional

Stressful—I want someone else to take the lead

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