Life Transitions

Complete the Form Below

In each section, select the transitions that you are currently experiencing and those you are likely to experience in the future. In addition, check transitions in the short-term and long-term columns that you either hope to experience or anticipate with concern.

KFG Life Transitions Form

Step 1 of 4

MM slash DD slash YYYY

Work Life Transitions

Change in Career Path
New Job
Job Loss
Job Restructure
Education / Retraining
Sell or Close Business
Transfer Family Business
Gain a Business Partner
Lose a Business Partner
Downshift / Simplify Work Life
Sabbatical / Leave of Absence
Start or Purchase a Business
Phase Into Retirement