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Life Transitions

In each section, select the transitions that you are currently experiencing and those you are likely to experience in the future. In addition, check transitions in the short-term and long-term columns that you either hope to experience or anticipate with concern.

Work Life Transitions
  1. Change in career pathCurrently experiencingAnticipate short-termAnticipate long-term
  2. New jobCurrently experiencingAnticipate short-termAnticipate long-term
  3. PromotionCurrently experiencingAnticipate short-termAnticipate long-term
  4. Job lossCurrently experiencingAnticipate short-termAnticipate long-term
  5. Job restructureCurrently experiencingAnticipate short-termAnticipate long-term
  6. Education / retrainingCurrently experiencingAnticipate short-termAnticipate long-term
  7. Sell or close businessCurrently experiencingAnticipate short-termAnticipate long-term
  8. Transfer family businessCurrently experiencingAnticipate short-termAnticipate long-term
  9. Gain a business partnerCurrently experiencingAnticipate short-termAnticipate long-term
  10. Lose a business partnerCurrently experiencingAnticipate short-termAnticipate long-term
  11. Downshift / simplify work lifeCurrently experiencingAnticipate short-termAnticipate long-term
  12. Sabbatical / leave of absenseCurrently experiencingAnticipate short-termAnticipate long-term
  13. Start or purchase a businessCurrently experiencingAnticipate short-termAnticipate long-term
  14. RetireCurrently experiencingAnticipate short-termAnticipate long-term
  15. Phase into retirementCurrently experiencingAnticipate short-termAnticipate long-term
  16. Other: >Currently experiencing Anticipate short-term Anticipate long-term
Financial Life Transitions
  1. Purchase a home Currently experiencing Anticipate short-term Anticipate long-term
  2. Sell a home Currently experiencing Anticipate short-term Anticipate long-term
  3. Relocate Currently experiencing Anticipate short-term Anticipate long-term
  4. Purchase a vacation home / timeshare Currently experiencing Anticipate short-term Anticipate long-term
  5. Re-evaluate investment philosophy Currently experiencing Anticipate short-term Anticipate long-term
  6. Experience investment gain Currently experiencing Anticipate short-term Anticipate long-term
  7. Experience investment loss Currently experiencing Anticipate short-term Anticipate long-term
  8. Debt concerns Currently experiencing Anticipate short-term Anticipate long-term
  9. Consider investment opportunity Currently experiencing Anticipate short-term Anticipate long-term
  10. Receive inheritance or financial windfall Currently experiencing Anticipate short-term Anticipate long-term
  11. Sell assets Currently experiencing Anticipate short-term Anticipate long-term
  12. Other: Currently experiencing Anticipate short-term Anticipate long-term
Family Life Transitions
  1. Change in marital status (marriage) Currently experiencing Anticipate short-term Anticipate long-term
  2. Change in marital status (divorce) Currently experiencing Anticipate short-term Anticipate long-term
  3. Change in marital status (widowhood) Currently experiencing Anticipate short-term Anticipate long-term
  4. Expecting or adopting a child Currently experiencing Anticipate short-term Anticipate long-term
  5. Hire child care Currently experiencing Anticipate short-term Anticipate long-term
  6. Child entering adolescence Currently experiencing Anticipate short-term Anticipate long-term
  7. Child with special needs (disabilities, medical/dental problems) Currently experiencing Anticipate short-term Anticipate long-term
  8. Child w/pre-college expenses (private school, tutor, lessons) Currently experiencing Anticipate short-term Anticipate long-term
  9. Child going to college Currently experiencing Anticipate short-term Anticipate long-term
  10. Child getting married Currently experiencing Anticipate short-term Anticipate long-term
  11. Empty nest Currently experiencing Anticipate short-term Anticipate long-term
  12. Family special event (Bat/Bar Mitzvah, anniversary party, special trip) Currently experiencing Anticipate short-term Anticipate long-term
  13. Helping and/or gifting grandchildren Currently experiencing Anticipate short-term Anticipate long-term
  14. Concern about aging parent Currently experiencing Anticipate short-term Anticipate long-term
  15. Concern about health of spouse or child Currently experiencing Anticipate short-term Anticipate long-term
  16. Family member needs caregiving Currently experiencing Anticipate short-term Anticipate long-term
  17. Concern about personal health Currently experiencing Anticipate short-term Anticipate long-term
  18. Provide for long-term care (parent, spouse/partner, or self) Currently experiencing Anticipate short-term Anticipate long-term
  19. Disability / hospitalization (self or family member) Currently experiencing Anticipate short-term Anticipate long-term
  20. Death of family member Currently experiencing Anticipate short-term Anticipate long-term
  21. Other: Currently experiencing Anticipate short-term Anticipate long-term
Legacy
  1. Increase charitable giving Currently experiencing Anticipate short-term Anticipate long-term
  2. Give special financial gifts to children / grandchildren Currently experiencing Anticipate short-term Anticipate long-term
  3. Give parental pension (monthly stipend) Currently experiencing Anticipate short-term Anticipate long-term
  4. Develop an estate plan Currently experiencing Anticipate short-term Anticipate long-term
  5. Change an estate plan Currently experiencing Anticipate short-term Anticipate long-term
  6. Develop an end of life plan Currently experiencing Anticipate short-term Anticipate long-term
  7. Other: Currently experiencing Anticipate short-term Anticipate long-term

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