Personalize retirement planning with lifestyle personality insights

Every client dreams of a different retirement. Some envision quiet days spent at home with family, while others see themselves traveling the world or launching a passion project. This Retirement Lifestyle Personality Assessment helps financial planners move beyond numbers to understand the lifestyle, values, and priorities that will shape each client's ideal retirement—so you can build plans that truly fit.

Why personality-driven retirement planning matters

Traditional retirement planning often focuses solely on savings targets, withdrawal rates, and portfolio allocation. But the most successful retirement plans are built around how your clients actually want to live. This assessment captures the lifestyle preferences, risk tolerance, social needs, and personal values that influence everything from housing decisions to healthcare planning to discretionary spending.

By understanding whether your client is an "Active Adventurer," "Comfortable Homebody," "Purposeful Worker," or "Social Connector," you can tailor your recommendations to match their retirement personality—leading to better engagement, more realistic planning, and clients who feel truly heard.

Built for financial planners and wealth advisors

This template is designed for financial planners, wealth advisors, retirement specialists, and financial coaches who want to deliver a more personalized, human-centered approach to retirement planning. Use it during initial consultations, annual reviews, or as part of your client onboarding process.

The assessment covers key dimensions including:

• Lifestyle preferences: Activity level, travel plans, hobbies, and daily routines
• Social and family priorities: Time with family, community involvement, and social engagement
• Work and purpose: Plans for continued work, volunteering, or pursuing passions
• Financial attitudes: Spending comfort, legacy goals, and risk tolerance
• Health and wellness: Fitness priorities, healthcare expectations, and aging in place

Automate follow-up and CRM integration with Stepper

Once a client completes the assessment, you can use Stepper to automatically analyze their responses, calculate their retirement personality type, and trigger the right next steps. For example, route "Active Adventurer" profiles to your travel and lifestyle spending resources, send "Purposeful Worker" clients information on phased retirement options, or schedule a follow-up meeting automatically based on their risk tolerance answers.

Stepper can also push assessment results directly into your CRM (like HubSpot, Salesforce, or Pipedrive), update client records in your financial planning software, and send personalized email sequences that match each retirement personality type—keeping your planning process efficient and your clients engaged.

Professional, on-brand forms that build trust

With Paperform's design flexibility, you can match this assessment to your firm's brand identity—fonts, colors, logo, and imagery—so every touchpoint feels cohesive and professional. Choose between a multi-page format for longer assessments or Paperform's Guided Mode for a conversational, one-question-at-a-time experience that feels less like a survey and more like a guided conversation.

Whether you're an independent advisor or part of a larger wealth management firm, this Retirement Lifestyle Personality Assessment helps you deliver the kind of personalized, values-driven planning that modern clients expect—and that sets you apart in a competitive market.