Life Transition Survey | Prism Planning Partners

Work Life Transitions		Currently experiencing	Anticipate short to mid-term	Anticipate long-term
Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term

Financial Life Transitions		Currently experiencing	Anticipate short to mid-term	Anticipate long-term
Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term

Family Life Transitions		Currently experiencing	Anticipate short to mid-term	Anticipate long-term
Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term

Legacy Life Transitions		Currently experiencing	Anticipate short to mid-term	Anticipate long-term
Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term Currently experiencingAnticipate short to mid-termAnticipate long-term

Notes