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Help Shape the Future of Time Management & Retirement Planning

Your insights help me better support leaders, teams, and clients navigating productivity, performance, and post-career transitions.

This short survey takes 2–3 minutes and helps me understand the real challenges people like you see inside organizations, advisor/client relationships, or leadership roles. Your responses drive how I design tools such as the Time Management Analysis (TMA), and Retirement Time Analysis (RTA).

Whether you work with employees, clients, or entire teams, your experience provides valuable perspective. Start below!

Name
To honor the nature of my inquiry, providing your name is optional.
To honor the nature of my inquiry, providing your email address is optional.
Who do you primarily support or influence?
(Multiple choice; check all that apply)
What are the biggest challenges you see in how your employees/clients/team members use their time?
(Multiple choice; choose up to 3)
What types of tools or assessments would be most useful for your employees/clients/team?
(Multiple choice; check all that apply)
You will only be added if you mark “Yes” here and have provided an email address above.
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I’d be honored to discuss directly.

Care to share your thoughts in more detail? Pick a time below that works for you. Your additional insights are welcome.

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