Life Balance Assessment | Fortress Retirement Coaching
Interactive Assessment

Life Balance Assessment

Discover where you are today and identify opportunities for growth across six key dimensions of retirement life.

Your Progress 0%
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Relationships & Family

Category 1 of 6

I spend at least 10 hours of focused time with my family each week.

Least True Most True

I get together with friends at least once a week.

Least True Most True

There is no one in my life who I haven't completely forgiven.

Least True Most True

I am actively engaged in learning how to be a better spouse, parent and/or friend.

Least True Most True

I actively look for ways to support and help advance the success of my friends and family.

Least True Most True

I take complete responsibility for all relationship conflicts when they arise.

Least True Most True

I easily trust those I live and work with.

Least True Most True

I am 100% honest and open with all those I live and work with.

Least True Most True

It is easy for me to commit to others and honor those commitments.

Least True Most True

I recognize when I need support and am continually seeking help.

Least True Most True

Your Life Balance Results

Here's your comprehensive life balance assessment across six key dimensions

Your Life Balance Compass

Ready to Transform Your Retirement?

Important Disclosures

Educational Tool Only: This Life Balance Assessment is provided as an educational and informational tool to help you reflect on various aspects of your retirement lifestyle. It is not intended to provide financial, investment, legal, or tax advice.

Not Investment Advice: The results, insights, and recommendations provided in this assessment do not constitute investment advice, financial planning advice, or a recommendation to buy or sell any security or investment product. Any financial decisions should be made in consultation with a qualified financial advisor who understands your complete financial situation.

No Guarantees: Past performance is not indicative of future results. There are no guarantees that following any suggestions or recommendations from this assessment will lead to improved financial outcomes or life satisfaction.

Consult Professionals: Before making any financial decisions, you should consult with appropriate financial, legal, and tax professionals. Fortress Financial Group is a registered investment advisor. For more information about our services and disclosures, please review our Form ADV available on the SEC's website at adviserinfo.sec.gov.

Privacy: Your assessment results are stored locally in your browser and are not transmitted to our servers unless you choose to share them via email or social media. We respect your privacy and do not collect personal information through this assessment tool.