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The Moment
What's prompted you to think about retirement planning right now?
Something changed, what was it? A birthday, a conversation, a feeling you can't shake?
On a scale of 1–10, how ready do you feel for retirement? Not just financially, as a person.
Not ready at allCompletely ready
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Life & Vision
When you imagine your life five years from now, what does a genuinely good day look like?
Not the perfect fantasy, just a really good, ordinary day.
What's your biggest worry about the future?
Be honest. Money, health, meaning, relationships, whatever it actually is.
What's the one thing you've spent years telling yourself you'll do "one day" and haven't?
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Money & Mindset
If money wasn't a constraint at all, what would you do differently tomorrow?
How would you honestly describe your relationship with money, spending, and financial risk?
Are you a worrier? A spender? Someone who avoids looking at their statements?
How do you feel about spending money? Pick all that apply.
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What Retirement Means to You
What does retirement actually mean to you? A hard stop, a gradual wind-down, or something else entirely?
Who else is involved in these decisions, and what does your partner or family think about all of this?
Are they on the same page? Do they have different plans? Do they worry more or less than you?
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History & Expectations
Have you worked with a financial planner before?
What would a great outcome from working with us look like to you?
How would you feel? What would have changed?
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Almost There
What's the one thing you'd want to be sure we talk about in our first meeting that we might otherwise miss?
Is there anything else you want us to know before we meet? Anything at all.
Use this space however you need it.
Roughly, where do you stand financially?
Approximate figures are absolutely fine, we'll dig into the detail together. One row per item, or switch to a quick total.
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Assets
Pensions, ISAs, savings, investments & property.
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Income
Salary, State Pension, rental income etc.
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Liabilities
Mortgage, loans, credit cards or other debts.
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Expenditure
How much do you roughly spend?
£
We'll go through this in detail together.
Thank you. Really.
Your answers have been sent to the TFP team. We'll read every word before we meet. See you soon.