Privacy Policy First Name * Last Name * Birthday SSN Email * Street Address City State Zip Code Phone Job Title Company Street Address City State Zip Code Work Phone Fax Number of Years with This Employer Save $XX more a year than I’m currently saving Retire later than my ideal retirement Leave a smaller estate than my ideal estate Lower my retirement income to more modest levels I’m comfortable with taking investment risk (based on my maximum tolerance) and I’d prefer to accept that level of investment risk rather than modify any of these other goals Take more risk than my maximum risk tolerance indicates When do you plan to retire? What is your ideal timeline to reach financial freedom? What is your ideal timeline to reach financial freedom?5 years agoToday1 yearUnder 3 years5 years or more Have you filled out our SAO Formula Form? Yes No Have you calculated your Monthly Burn Rate? Yes No Comments <br /><br /> Submit Retire later than my ideal retirement age I’m comfortable with saving more than my ideal annual savings amount rather than modify any of these other goals