Life Balance Assessment
Discover where you are today and identify opportunities for growth across six key dimensions of retirement life.
Relationships & Family
Category 1 of 6I spend at least 10 hours of focused time with my family each week.
I get together with friends at least once a week.
There is no one in my life who I haven't completely forgiven.
I am actively engaged in learning how to be a better spouse, parent and/or friend.
I actively look for ways to support and help advance the success of my friends and family.
I take complete responsibility for all relationship conflicts when they arise.
I easily trust those I live and work with.
I am 100% honest and open with all those I live and work with.
It is easy for me to commit to others and honor those commitments.
I recognize when I need support and am continually seeking help.
Physical
Category 2 of 6I do strength training at least 3x a week.
I do cardiovascular exercise at least 3x a week.
I do stretching and/or yoga type exercise at least 3x a week.
During a typical day, I watch no more than 1 hour of TV.
I eat breakfast (more than just coffee) every day.
I don't eat fast food, ever.
I spend time outside for at least 30 minutes a day, every day.
I have undisturbed sleep for at least 8 hours each night.
I don't drink more than 1 caffeinated beverage per day.
I drink at least 8 glasses of water per day.
Financial
Category 3 of 6I have a completely detailed budget and unfailingly stick to it.
I have a professionally designed and diversified portfolio.
I save at least 10% of my income every month.
I am credit card debt-free.
I have a dedicated six-month reserve account completely funded and set aside.
I could handle a 20% drop in my portfolio without it affecting my lifestyle.
I have an updated and complete last will and testament.
I have the needed insurance and financial plan in place for my family, should something happen to me.
I have a detailed retirement plan that will accommodate exactly what I need to live as I desire after retirement and for the rest of my life.
I live well below my means and never spend money imprudently.
Spiritual
Category 4 of 6I consider myself a spiritual person.
I take at least 20 minutes each day to meditate and reflect on my life.
Others who know me would consider me a spiritual person.
I have a personal relationship with my spiritual source.
I study my spiritual beliefs daily.
I practice my spiritual beliefs daily.
I teach my spiritual beliefs daily.
I live completely in accordance with my spiritual beliefs.
I consistently use my spirituality to help resolve my problems.
I consistently use my spirituality to help others.
Mental
Category 5 of 6I have read something instructional or inspirational for at least 30 minutes each day.
I listen to something instructional or inspirational for at least 30 minutes each day.
I stay completely up to date with current events.
I seek to educate myself daily in areas I'm interested in.
I have a mentor whom I trust.
All my friends are a positive influence on my life.
I never engage in gossip.
I review my major goals/purpose every day.
I reflect on what I am grateful for every day.
I always say no to requests or obligations that don't fit my core values or obligations.
Lifestyle
Category 6 of 6I have hobbies that I enjoy and take part in at least 3 times a week.
I attend cultural events (e.g., opera, museums, theater) at least monthly.
I vacation at least once a year with no work communications.
I spend as much time as I want with my family.
I spend as much time as I want with my friends.
I am constantly seeking adventure, trying something new and creating diverse experiences.
I feel like there is enough time in the day to do what I both need and want to do.
I live life to the fullest every day.
I take time out to daydream every day.
I have a list of life (bucket list) written down that I work on achieving annually.
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.
