Life Transitions Assessment

Directions: For each section, review the life event or transition and indicate whether you are currently experiencing, expect to experience in the short to mid-term, or, anticipate experiencing in the long-term future.

Life Transitions Assessment Form

LIFE TRANSITIONS ASSESSMENT

First Name

Last Name

Email Address

Career Transitions

	Currently experiencing	Anticipate short to mid-term	Anticipate long-term
1. Change in career
2. New job
3. Promotion
4. Job loss
5. Job restructure
6. Education/retraining
7. Sell or close business
8. Transfer family business
9. Gain a business partner
10. Lose a business partner
11. Reduce amount/simplify work life
12. Sabbatical/leave of absence
13. Start or purchase a business
14. Retire
15. Phase into retirement
16. Other:

Financial Transitions

	Currently experiencing	Anticipate short to mid-term	Anticipate long-term
1. Purchase a home
2. Sell a home
3. Relocate to a new city
4. Purchase a vacation home/timeshare
5. Re-evaluate your investment philosophy
6. Experience investment gain
7. Experience investment loss
8. Debt concerns
9. Consider investment opportunity
10. Receive inheritance or financial windfall
11. Sell assets
12. Change in marital status (marriage)
13. Change in marital status (divorced)
14. Change in marital status (widowed)
15. Expecting or adopting a child
16. Hire childcare
17. Child entering adolescence
18. Child with special needs (disabilities, medical problems)
19. Child with pre-college expenses (private school, tutor, etc.)
20. Child going to college
21. Child getting married
22. Empty nest
23. Family special event (Bar/Bat Mitzvah, trip, etc.)
24. Helping an aging parent/relative
25. Concern about aging parent
26. Concern about health of spouse/partner or child
27. Family member needs caregiving
28. Concern about personal health
29. Provide for long-term care (parent, spouse/partner, or self)
30. Disability/hospitalization (self or family member)
31. Death of family member
32. Other:

Legacy Transitions

	Currently experiencing	Anticipate short to mid-term	Anticipate long-term
1. Increase charitable giving
2. Give special financial gifts to children/grandchildren
3. Give education/growth money education
4. Develop an estate plan
5. Change an estate plan
6. Develop an end of life plan
7. Other:

Notes

Please check all that apply. This confidential form helps us provide personalized financial guidance.
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