Self Assessment

Select a category then answer the questions below

Categories
1.

I would prefer to live in the following regions

(Select all that apply)
Top priority
2.

I want to live in the same state as my children/parents/friends. They live in

(Select all that apply)
Top priority
3.

In the summer, my ideal temperature (Fahrenheit) is

(Select all that apply)
Top priority
4.

In the winter, my ideal temperature (Fahrenheit) is

(Select all that apply)
Top priority
5.

In regards to sunny days, I like when it's

(Select all that apply)
Top priority
6.

I'd like to be this close to a major city (200k+ residents)

(Select all that apply)
Top priority
7.

I prefer the following areas

(Select all that apply)
Top priority
8.

My ideal location is

(Select all that apply)
Top priority
9.

My interest in the culture and educational opportunities of a college town is

(Select one of the following)
Top priority
10.

I would prefer to live in a place that has four seasons

(Select one of the following)
Top priority
11.

It is ____ important that I avoid high humidity

(Select one of the following)
Top priority
12.

I have ____ tolerance for rainy weather

(Select one of the following)
Top priority
13.

I have an RV (recreational vehicle), or I plan to in the future

(Select one of the following)
Top priority
1.

Close your eyes and picture your ideal day. You are:

(Select all that apply)
Top priority
2.

Which hobbies are important to you?

(Select all that apply)
Top priority
3.

During retirement, I plan on playing golf

(Select one of the following)
Top priority
4.

I want to live somewhere with a vibrant downtown community

(Select one of the following)
Top priority
5.

I plan on volunteering in my community

(Select one of the following)
Top priority
6.

It is important to me that my community is socially active

(Select one of the following)
Top priority
7.

I'd like to live in an area with LifeLong Learning Institutions (university learning courses)

(Select one of the following)
Top priority
8.

It is important to me that most of the community lives there year-round

(Select one of the following)
Top priority
9.

How important is an arts and culture scene?

(Select one of the following)
Top priority
10.

How much shopping do you plan on doing?

(Select one of the following)
Top priority
11.

Out of historical sites and museums, I prefer

(Select all that apply)
Top priority
12.

I prefer to eat at

(Select all that apply)
Top priority
13.

How important is proximity to parks and green space?

(Select one of the following)
Top priority
14.

I enjoy activities on the water (kayaking/swimming/fishing etc.)

(Select one of the following)
Top priority
15.

I shop at local farmers markets

(Select one of the following)
Top priority
1.

My cost of living during retirement will be

(Select all that apply)
Top priority
2.

I am ____ concerned about affording my desired lifestyle in my new location

(Select one of the following)
Top priority
3.

I have ____ tolerance for taxes

(Select one of the following)
Top priority
4.

In my new location I plan on working

(Select all that apply)
Top priority
5.

How much are you looking to spend on a new home?

(Select all that apply)
Top priority
6.

What is your household net worth?

(Select one of the following)
Top priority
7.

What is the size of your company 401k?

(Select one of the following)
Top priority
8.

It is important I live in a place that doesn't tax pensions

(Select one of the following)
Top priority
9.

Have you discussed your retirement goals with a financial professional?

(Select one of the following)
Top priority
10.

Would you like us to introduce you to a specialized retirement & relocation financial advisor?

(Select one of the following)
Top priority
11.

What is your household income?

(Select one of the following)
Top priority
12.

My concern about real estate taxes is

(Select one of the following)
Top priority
1.

I plan on traveling

(Select all that apply)
Top priority
2.

I have ____ tolerance for traffic

(Select one of the following)
Top priority
3.

I anticipate walking around the community

(Select one of the following)
Top priority
4.

The closest grocery store needs to be

(Select one of the following)
Top priority
5.

I see myself taking local public transit

(Select one of the following)
Top priority
6.

I plan on getting to work by

(Select all that apply)
Top priority
1.

I prefer to be with people in the following age range

(Select all that apply)
Top priority
2.

I'd like to be in a city where people practice the following religions

(Select all that apply)
Top priority
3.

I'd like to be in a place with the following political affiliation

(Select all that apply)
Top priority
4.

I feel most comfortable with people of the following economic class

(Select all that apply)
Top priority
5.

I need to be around people with the following level of education

(Select one of the following)
Top priority
6.

I want to be with others who are physically active

(Select one of the following)
Top priority
7.

I want to live in an area with

(Select all that apply)
Top priority
8.

Are you single?

(Select one of the following)
Top priority
1.

I'd like to be within 25 miles of the nearest hospital

(Select one of the following)
Top priority
2.

The hospitals in the area need to be

(Select one of the following)
Top priority
3.

I ______ purchased long term care

(Select all that apply)
Top priority
4.

If you have not purchased long term care, are you interested in learning more about why it may be important in your new location?

(Select one of the following)
Top priority
6.

The cost of assisted living in the area should be

(Select one of the following)
Top priority
8.

Air pollution in my city is a major concern to me

(Select one of the following)
Top priority
1.

Approximately how far out are you from retirement?

(Select one of the following)
Top priority
2.

How old are you?

(Select one of the following)
Top priority
3.

What is your gender?

(Select one of the following)
Top priority
4.

How certain are you about relocating?

(Select one of the following)
Top priority
5.

Are you an AARP member?

(Select one of the following)
Top priority
6.

I'm interested in an active 55+ retirement community

(Select one of the following)
Top priority
7.

Would you like us to introduce you to communities in areas you are interested in?

(Select one of the following)
Top priority