Blueprint - Adaptive Wealth Solutions

Your Zip Code*
Promo Code
If you have a promotional code, please enter it here.

Relationship Status*
- Married
- Single
- Cohabitating
- Divorced
Your Current Work Status*
Select your whether you are still working or whether you are retired here.
Your Current Annual Income*
Enter your current annual income here. If you are retired, enter the income you earned the year before you retired.
Spouse's Current Annual Income*
Enter your spouse's current annual income here. If your spouse is retired, enter the income your spouse earned the year before they retired.
Current Annual Expenses*
Enter your current annual expenses here. Do not include investment contributions in this number.
When Do You Plan To Retire*
Enter the year you plan to retire
When Did You Retire?*
Enter the year you retired

Best Estimate of Total Assets*
Estimate the value of a home, rental home, and the value of your investments, and any other assets you possess.
Best Estimate of Total Liabilities*
Estimate the value of any mortgages, auto loans, credit cards, home equity loans, and other debts you possess.

Best Estimate Of Your Taxable Investment Assets*
Enter only the portion of your total portfolio value that is in taxable (brokerage) accounts. This includes all stocks, bonds, mutual funds, ETFs, CDs, and cash.
Best Estimate Of Tax-Deferred Investment Assets*
Enter only the portion of your total portfolio value that is in tax-deferred accounts such as the IRAs, 401(k)s, 403(b)s, or the TSP.
Best Estimate Of Tax-Free Investment Assets*
Enter only the portion of your total portfolio value that is in tax-free accounts such as the Roth IRAs, Roth 401(k)s, Roth 403(b)s, or Roth TSPs. Also include any other non-taxable assets in this number. If it doesn't say "Roth" on the account then it is likely a traditional retirement account and should be included in the prior entry.
Are You Currently Contributing To Your Investments? (Check All That Apply)
- Taxable (Brokerage Accounts)
- Tax-Deferred (401(k), IRA, etc.)
- Tax-Free (Roth IRA, Roth 401(k), etc.)
Check any type of investment to which you are currently contributing. If you are not contributing to any investments, leave this blank.
Current Annual Contributions To Taxable Accounts
Enter the current annual contributions you make to your brokerage accounts.
Current Annual Contributions To Tax-Deferred Accounts
Enter the current annual contributions you make to your tax-deferred accounts (401(k)s, IRAs, etc.).
Current Annual Contributions To Tax-Free Accounts
Enter the current annual contributions you make to your tax-free accounts (Roth 401(k)s, Roth IRAs, etc.).

Sources of Retirement Income (If Applicable)
- Pension
- Part-Time Work
- Annuity
Please select which sources of retirement income you expect to receive.
Annual Pension Income
Please enter the annual amount you would receive from a pension during retirement. Enter income in today's dollars.
Annual Income From Part-Time Work
Your best estimate of the annual income you would receive from part-time work. Enter in today's dollars.
Until What Age Will You Continue The Part-Time Work?
Annual Annuity Income
Please enter the annual amount you expect to receive from your annuity.
Do You Know Your Social Security Benefits At Full Retirement Age?*
- Yes
- No
If you have your Social Security benefit statement or access it online and can provide your estimated benefits, answer "Yes". Otherwise, your Social Security benefits will be estimated from your income.
Your Social Security Benefits
Enter your Social Security benefits. Enter either your current benefits if you have already begun taking benefits or the benefits you would receive at Full Retirement Age (this is important). This number can be ascertained from your Social Security statement under the "Your Estimated Benefits" section. It's the first number under the *Retirement section.
Spouse's Social Security Benefits
Enter your spouse's Social Security benefits. Enter either their current benefits if they have already begun taking benefits or the benefits they would receive at Full Retirement Age (this is important). This number can be ascertained from their Social Security statement under the "Your Estimated Benefits" section. It's the first number under the *Retirement section.
Best Estimate Of Expenses During Retirement*
Enter your expected retirement expenses in today's dollars. The best estimate is typically your current expenses, as spending decreases in one area tend to be offset by spending increases in another.
Your Age*
Spouse's Age

First Name*
Last Name*
Best Phone Number*
The best phone number to contact you for your free financial strategy session.
Schedule Your Free Financial Strategy Session*
- Yes, I'd Like To Schedule Free Financial Strategy Session
- Not At This Moment, But Please Contact Me In The Future
- No Thanks, Just Send Me My Free Retirement Blueprint
Your Financial Strategy Session is all about your finanical concerns and what your options are going forward. There are no-strings attached; absolutely nothing will be sold. Should you wish to work with us in the future, you'll have the option to set another appointment at the end of the session. You'll be directed to schedule your Financial Strategy Session after you submit this form.
Best Email*

We will send your retirement blueprint to this email address.
Sign Me Up For Free Educational Videos & Resources*
- Yes, Sign Me Up!
Yes, sign me up for Free Access to Retirement Planning Academy, to gain access to exclusive resources that will help me avoid the biggest mistakes investors make, maximize my Social Security income, and properly structure my portfolio for retirement.
Questions/Comments (Optional)

If you have any questions or comments about what you'd like to discuss during your free financial strategy session, voice them here.

Free Retirement Blueprint

Step 1 of 6 - Completed