MOMENTUM FI Toolkit
Toolkit
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Sample adult B
Topic 2 of 10
Work and time
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Your response
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When would you want the option to reduce or leave paid work?
Now to two years
Three to five years
Six to ten years
More than ten years
No planned change
Would your work choice rely on the other adult continuing paid work?
Choose an answer
Yes
No
Not sure
If their work choice needs your continued income, are you willing to model that requested period?
Choose an answer
Yes, as a planning assumption
No
Not sure / period not discussed
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?
Not answered
Low importance
Important
Essential
Not sure
Have you discussed this assumption together?
Not answered
Yes
No / I have assumed it
Not sure
What could changing this assumption affect?
Not answered
No change to the plan
A manageable adjustment
A major commitment or safety requirement
Not sure
When might a related decision be needed?
Not answered
Within 12 months
In one to five years
Later
No decision pending
Not sure
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