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Exit Survey
 
 
All my future financial goals are S.M.A.R.T.:
Specific - Measurable - Actionable - Realistic - Time Sensitive
 
Yes
 
No
 
 
 
I have an accurate spending/savings monthly budget plan:
 
Yes
 
No
 
 
 
I have saved at least three months of living expenses:
 
Yes
 
No
 
 
 
I have enough money saved in a separate account for unexpected emergencies:
 
Yes
 
No
 
 
 
I update my savings plan to reach various long-term financial goals:
 
Yes
 
No
 
 
 
How much money do I need for a comfortable retirement nest egg?
 
$500,000 - $1,000,000
 
$1,000,000 - $2,000,000
 
$2,000,000 - $3,000,000
 
$3,000,000 +
 
 
 
How much do I need to save to have a comfortable retirement?
 
$100/month
 
$250/month
 
$500/month
 
$1000/month
 
$2500/month or more
 
 
 
Where should I save for retirement?
 
Bank (Savings/Money Market/CD)
 
Stock Market (401K/403B/457/IRA)
 
Insurance Company (Annuities)
 
Real Estate
 
Business Venture
 
All of the above