Life Stages and Event Inventory


This inventory can help you take stock to determine if there are any recent or upcoming events or life stage changes that would require you to reevaluate your current insurance and/or investment strategy:

  • New child or grandchild
  • New job or promotion
  • Received an inheritance
  • Experienced an investment gain or loss
  • Health concerns
  • Marriage or divorce
  • Bought or sold a home
  • Started or purchased a business
  • Sold or acquired assets
  • Kids off to college
  • Financial windfall
  • Retiring
  • Gained or lost a business partner

What is your current life stage?

  • Student
  • Starting out
  • Established Professional
  • Domestic Partnership
  • Married
  • Suddenly Single
  • Empty Nester
  • Caring for Aging Parents
  • Retired

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

  • Retirement planning
  • Estate planning
  • Legacy 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/succession
  • 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.