Q1. How would your ideal retirement make you feel? *

You’d feel secure knowing your bills are always covered

You’d feel free to enjoy life without watching every dollar

You’d feel confident that your money works harder than you do

Q2. What would a steady stream of retirement income help you do? *

Travel or spend more time with family

Stop worrying about stock market swings

Finally enjoy the life you’ve worked so hard for

Q3. What’s been your experience planning for income after you stop working? *

You’ve tried, but the numbers never quite add up

You’re unsure how to turn savings into consistent income

You feel like there’s always another what if you can’t solve

Q4. What’s been your experience with investing as you get closer to retirement? *

You’re tired of the market roller coaster

You’ve stayed in, but you worry about timing

You’ve pulled back because you can’t risk losing more

Q5. When you think about your future income, which sounds most like you? *

You want predictable income you can count on each month

You’re focused on protecting what you’ve built

You’re still figuring out the right balance of growth and safety

Q6. I worry I’ll run out of money sooner than I expect *

Strongly agree

Somewhat agree

Slightly agree

Not really

Q7. I feel anxious when I think about losing control of my finances in retirement *

All the time

Often

Sometimes

Rarely

Q8. I’ve tried to build an income plan before but gave up because it felt too complex *

Yes, that’s me

I’ve thought about it but never started

I’m trying again now

No, not yet

Q9. I’m scared I’ll have to downsize or change my lifestyle just to make my money last *

Definitely

Probably

Maybe

Q10. I feel frustrated that I’ve worked for decades but still don’t know if I can afford to retire *

Yes, that hits home

Sometimes

Not really

I’m confident I’m on track

Q11. When I think about my retirement savings, I feel *

Overwhelmed — I don’t know what’s enough

Uneasy — I’ve done a lot, but I’m unsure

Okay — I’m making progress

Confident — I’m set

Q12. If I don’t make any changes soon, I worry that *

Inflation will quietly eat into my savings

Another market drop could delay retirement

I’ll become a burden on my family

Q13. What would you love to have instead? *

A clear plan showing exactly how my income will last

Confidence that my lifestyle won’t change when I retire

Guidance from someone who’s helped others create steady income

First Name *

Last Name *

Email *

Phone *