Life Stages and Event Inventory


This inventory can help you take stock of your life and determine if there are any recent or upcoming life events or life stage changes that require you to reevaluate your current insurance and/or investment strategy. We think you’ll find it helpful in focusing your attention on potential needs you have that may otherwise be overlooked.

Any of the following life events could mean a change in your financial needs:.

  • New child or grandchild
  • New job or promotion
  • Received an inheritance
  • Experienced an investment gain or loss
  • Health concerns
  • Married or divorced
  • Changed your estate plan
  • Bought or sold a home
  • Started or purchased a business
  • Sold or acquired assets
  • Kids off to college
  • Financial windfall
  • Death of a family member
  • New investments or insurance
  • Retired
  • Gained or lost a business partner
  • Other

What is your current life stage?

  • Student
  • Starting out
  • Established professional
  • Domestic partnership
  • Married
  • Suddenly single
  • Empty nesters
  • Caring for an aging parents
  • Retired

What are your financial planning objectives? Check all that apply.

  • Retirement planning
  • Estate planning
  • Major asset purchase or lease
  • Business and executive benefits
  • Personal property or liability insurance
  • Education funding
  • Income tax planning
  • Planning for elderly parents
  • Business continuation
  • Disability income
  • Investment review

 Planning for your retirement may be one of the biggest challenges you ever face. The right retirement specialist, as opposed to an all-purpose financial planner, can help you determine your goals and then show you how to reach them.