Sample adult B Topic 4 of 10

Safety floor and flexibility

Your response

What would you need protected before a major money or work change?

Choose the options that apply.

Essential spendingA cash reserveFlexibility to keep workingLimits on spending reductionsA fallback planWould you reduce discretionary spending if needed?

Why this matters to your plan

These details can change which conversations are suggested first. Leave blank when you are unsure.

How important is this to you?

Have you discussed this assumption together?

What could changing this assumption affect?

When might a related decision be needed?