Life Stages and Event Inventory

Any of these life events could mean a change in your financial needs.

Have you experienced any of these events in the past year?

  • New child or grandchild
  • New job or promotion
  • Received an inheritance
  • Experienced an investment gain or loss
  • Health concerns
  • Married or divorced
  • Changed your estate plan
  • Bought or sold a home
  • Started or purchased a business
  • Sold or acquired assets
  • Kids off to college
  • Financial windfall
  • Death of a family member
  • New investments or insurance
  • Retired
  • Gained or lost a business partner
  • Other

What is Your Current Life Stage?

  • Student/Starting out
  • Established professional
  • Domestic partnership
  • Married
  • Suddenly single
  • Empty nesters
  • Caring for an aging parents
  • Retired

What are your objectives? 

  • Retirement planning
  • Estate planning
  • Major asset purchase or lease
  • Business and executive benefits
  • Personal property or liability insurance
  • Education funding
  • Income tax planning
  • Planning for elderly parents
  • Business continuation
  • Disability income
  • Survivor benefit planning

Learn More About Our Team

Shane Quintana, LUTCF
Business and Estate Planning Specialist
About Shane
Donna Quintana, RHU
Employee Benefits and Health Insurance Specialist
About Donna


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