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Select the answer that best fits your "stage".

1) When it comes to my career, I

Am looking forward to or am retired
Am secure in a management level position or on an upward career track
Am looking for opportunities to advance
Am at the pinnacle of my career

2) Family situation that best describes me

Kids are graduating from high school or college
Single, in a committed relationship or married without children
Kids are grown and I enjoy my grandchildren
Have children or am planning to

3) I am approximately

36 - 50
60+
24 - 35
50ish

4) My financial picture is described as

Making a good income, growing equity in my home; I use credit cards
Building a considerable retirement portfolio including mutual funds, real estate holdings
Paying off student loans, possessing stocks and willing to borrow for my lifestyle
Very comfortable and have corporate bonds, annuities and CD’s

5) My living situation is best described by

I’m looking to downsize, low maintenance
I moved into something smaller and am traveling a lot
I need lots of space
I am a first-time home buyer – home or condo

6) I like

I've got to have the latest, greatest - i.e., iPods, PDA’s
An active lifestyle, outdoor activities, theme parks, sports
Cruises, TV news, game shows, political talk shows
Music, movies, travel, golf

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