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Life Planning Network

The Retirement Exploration Survey became a roadmap for focusing my energy…”

— Terri S., San Jose, CA

Retirement Quiz

Mini-Quiz:  FREE Personal Retirement Assessment

Answer the 6 questions below as closely as you can regarding your feelings about each topic.

There’s no need to dwell too long on each question – your spontaneous answers will be the most forthcoming, and will help me to provide you the most accurate first assessment.

When you’re done, just press ‘Send’ and it will get to me immediately. I’ll get back to you with your assessment within a week.

This service is absolutely free and with no obligation. We look forward to helping you learn a little more about your options for the future.

* Must be filled out for us to complete the follow through of your assessment.

*First Name:

Last Name:

*Email Address:

Phone Number:

I describe myself in terms of what I do for a living






Thinking about retirement makes me feel old and a little scared






I have fulfilling hobbies and activities that I pursue during my non-work hours






My social life revolves around activities with people I know from work






The important relationships in my life are in good shape. I have regular contact with friends and family. We share what's going on in our lives, our joys and our sorrows.






I have accumulated a cushion of money that will help or enable me to move into a retirement phase of my life.