Retirement Planning for Couples

Discover your retirement compatibility and create a shared vision together

Welcome to Your Retirement Compatibility Assessment

This questionnaire helps couples discover how aligned their retirement visions are and provides personalized recommendations for creating a shared retirement plan that honors both partners' dreams and priorities.

You'll each answer questions about your retirement preferences, lifestyle choices, and priorities. At the end, you'll receive a detailed compatibility report with actionable insights.

Partner 1 Name:

Partner 2 Name:

Question 1: When do you envision retiring?

Partner 1

Early (before 60)

Standard (60-65)

Late (66-70)

I don't want to fully retire

Partner 2

Early (before 60)

Standard (60-65)

Late (66-70)

I don't want to fully retire

Question 2: Do you want to work during retirement?

Partner 1

No, I want to fully stop working

Yes, consulting or part-time in my field

Yes, pursuing a passion project/business

Yes, something fun and low-stress

Partner 2

No, I want to fully stop working

Yes, consulting or part-time in my field

Yes, pursuing a passion project/business

Yes, something fun and low-stress

Question 3: How often do you want to travel?

Partner 1

Rarely (1-2x/year)

Occasionally (3-4x/year)

Frequently (5-8x/year)

Constantly traveling

Partner 2

Rarely (1-2x/year)

Occasionally (3-4x/year)

Frequently (5-8x/year)

Constantly traveling

Question 4: Where do you want to live in retirement?

Question 5: Rank your top retirement priorities

Drag and drop to rank these priorities from most important (1) to least important (8)

Partner 1

1 Family time ☰

2 Travel ☰

3 Volunteering ☰

4 Hobbies ☰

5 Health & fitness ☰

6 Social connections ☰

7 Learning new things ☰

8 Relaxation ☰

Partner 2

1 Family time ☰

2 Travel ☰

3 Volunteering ☰

4 Hobbies ☰

5 Health & fitness ☰

6 Social connections ☰

7 Learning new things ☰

8 Relaxation ☰

Question 6: What's your ideal retirement pace?

Partner 1

Very Active - Always on the go

Moderately Active - Balanced schedule

Relaxed - Slow and peaceful

Spontaneous - No fixed plans

Partner 2

Very Active - Always on the go

Moderately Active - Balanced schedule

Relaxed - Slow and peaceful

Spontaneous - No fixed plans

Question 7: How much time together vs. apart?

Partner 1

Almost always together

Mostly together, some apart time

Balanced - equal time together/apart

Lots of independent time

Partner 2

Almost always together

Mostly together, some apart time

Balanced - equal time together/apart

Lots of independent time

Question 8: Adventure vs. Comfort

Rate your preference: 1 = Love routine and comfort, 10 = Constantly seeking new adventures

Partner 1

Comfort & Routine Adventure Seeker

Partner 2

Comfort & Routine Adventure Seeker

Question 9: Social life in retirement?

Partner 1

Very Social - Large gatherings often

Moderately Social - Regular but selective

Small Circle - Close friends only

Private - Mostly just us two

Partner 2

Very Social - Large gatherings often

Moderately Social - Regular but selective

Small Circle - Close friends only

Private - Mostly just us two

Question 10: Legacy and financial goals

Partner 1

Spend it all - "Die with zero"

Leave modest inheritance

Leave substantial wealth

Focus on charitable giving

Partner 2

Spend it all - "Die with zero"

Leave modest inheritance

Leave substantial wealth

Focus on charitable giving