Client Questionnaire
Let’s Make Retirement Even More Enjoyable At Retire SMART, we want to make your retirement about more than just numbers — we want to help you enjoy life in ways that matter to you here in our local community. Please take a few moments to tell us what you enjoy, how you like to spend your time, and what’s important to you.
Your Name
(Required)
First
Last
Email
(Required)
Phone #
(Required)
Spouses/Partners Name
First
Last
Spouses/Partners Email
Spouses/Partners Phone #
Local Entertainment Preferences
Which of the following local activities do you enjoy or participate in? (Check all that apply)
Attending local festivals or fairs (e.g., AppleJack, State Fair)
Farmers markets
Husker football or other local sports
Gardening or working in the yard
Volunteering with local charities or churches
Crafting or quilting groups
Walking or biking local trails
Visiting local parks or state recreation areas
Other (not listed)
What types of physical activity do you enjoy (Check all that apply)
Golf
Pickleball
Bowling
Bocce ball
Shuffleboard
Yoga
Tennis
Horseshoes or Cornhole
Other (not listed)
Local Entertainment Preferences
What types of events do you enjoy attending around town? (Check all that apply)
Live music at local venues
Community theater or concerts
Outdoor events or festivals
Trivia nights or social gatherings
Craft fairs or farmers markets
Church or faith-based events
Local Breweries
Bourbon/Whiskey Tasting
Other (not listed)
Personal Insights
What's a local tradition, event, activity you look forward to every year?
Is there a hobby you'd like to pick back up or try for the first time?
Fun fact or little-known thing about you we should know:
Wedding Anniversary (if Applicable)
Approximate Retirement Date (if known)
MM slash DD slash YYYY
Are there any momentous events or occasions coming up in the next year for you? (Please list with a short description)
Anything else you'd like to share to help us personalize your experience with Retire SMART?
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