For many, designing a plan for the future starts with a simple question. Will I have enough? It’s a great question that leads immediately to another. Enough for what?

Developing a deep and meaningful understanding of who you are and what you want most in life is our core responsibility, and essential to helping you create and maintain the life you want.

But where do you start?

This simple tool will help you think about where you are today, where you are going and what may be getting in your way – as an individual or a couple. Take just three minutes and you’ll automatically receive a personalized summary, along with insights to help you think about your future.

You can choose to respond as an individual. However, if you have a partner or spouse, you’ll get even greater value by selecting the second option below to understand where you are aligned and where you differ.