When it comes to retirement, making sure you and your significant other are on the same page, or at least, in the same book is important to how well you make the transition together.
Our couples assessment quiz is designed to help you both begin to work through some of the challenges that often hold couples back from creating the retirement life they deserve. It is important that you both complete the short assessment (print two different copies and then go over your answers together).
Furthermore, we encourage you to work with a Certified Professional Retirement Coach to process the information and develop a "win-win" retirement plan.
The quiz is set up to identify areas in which you both see eye-to-eye as well as those factors that still need to be worked on. Request access to this resource here