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Senior Lifestyle Priorities Assessment · Peritus & Company
Before You Begin
This tool identifies what matters most to you in your senior years and maps your priorities to the Peritus Life Operating System™ — for educational purposes only.
- For educational purposes only. This assessment does not constitute legal, financial, medical, or professional advice of any kind.
- Verify with qualified professionals. Always consult a geriatric care manager, licensed physician, elder law attorney, or financial advisor before acting on any information here.
- No client relationship created. Completing this assessment does not establish a relationship with Peritus & Company, Inc. or any affiliated advisor.
- Your answers stay on your device. This tool runs entirely in your browser. No data is transmitted, stored, or shared with anyone.
Privacy First: Local-only processing. Closing or refreshing permanently erases your session. Nothing is saved. No account required.
Who is completing this assessment?
Please select who is completing this assessment to continue.
For educational purposes only · No data is saved or transmitted
Silver Beacon · Peritus & Company · Senior Lifestyle Series
Senior Lifestyle Priorities Assessment
What Matters Most to You
in Your Senior Years?
Rate the importance of each life area — then receive personalized guidance aligned to the Peritus Life Operating System™ four pillars and eight domains.
~8 minutes
20 questions
Personalized results
100% private
Completing as: —
Getting started…0%
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Your Age Range
Helps tailor recommendations to your life stage. Select one.
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Independence & Where You Live
How important is each to you? · 1 = Not at all 5 = Extremely important
Question 1
Continuing to live independently in my own home (aging in place)
Not importantExtremely important
Question 2
Having a home that is safe, accessible, and adapted to my changing physical needs
Not importantExtremely important
Question 3
Being able to drive or access reliable transportation to remain mobile and engaged
Not importantExtremely important
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Social Connection, Hobbies & Purpose
How important is each to you? · 1 = Not at all 5 = Extremely important
Question 4
Maintaining close friendships and an active social life
Not importantExtremely important
Question 5
Continuing to pursue hobbies, creative interests, and activities I love
Not importantExtremely important
Question 6
Having a sense of purpose — through volunteering, mentoring, faith, or contributing to community
Not importantExtremely important
Question 7
Being able to travel — locally, regionally, or internationally
Not importantExtremely important
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Health & Medical Wellbeing
How important is each to you? · 1 = Not at all 5 = Extremely important
Question 8
Managing my own medications safely, accurately, and confidently
Not importantExtremely important
Question 9
Maintaining physical strength, balance, and mobility to prevent falls and stay active
Not importantExtremely important
Question 10
Keeping my memory sharp and protecting my cognitive health as I age
Not importantExtremely important
Question 11
Having a proactive healthcare plan and trusted care team in place before a crisis occurs
Not importantExtremely important
Question 12
Knowing that caregiving support will be available if I need help with daily activities
Not importantExtremely important
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Financial Security & Legal Protection
How important is each to you? · 1 = Not at all 5 = Extremely important
Question 13
Having my financial affairs clearly in order — income, savings, expenses, and retirement funds understood
Not importantExtremely important
Question 14
Having key legal documents in place — will, power of attorney, and advance healthcare directive
Not importantExtremely important
Question 15
Being protected against financial fraud, exploitation, and scams targeting older adults
Not importantExtremely important
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Planning, Decisions & Digital Life
How important is each to you? · 1 = Not at all 5 = Extremely important
Question 16
Having a clear plan so my family knows my wishes if I can no longer speak for myself
Not importantExtremely important
Question 17
Knowing in advance at what point I might consider transitioning to more supported living
Not importantExtremely important
Question 18
Feeling comfortable and confident using technology — smartphone, computer, and video calls
Not importantExtremely important
Question 19
Having important documents, accounts, and digital information organized and accessible to trusted family members
Not importantExtremely important
Question 20
Protecting myself and my family from online scams, identity theft, and digital fraud
Not importantExtremely important
See My Personalized Recommendations →
Please answer all 20 questions and select your age range to generate results.
Your Personalized Senior Life Roadmap
Based on what matters most to you, here is your personalized guidance across all four pillars and eight domains of the Peritus Life Operating System™.
⚠️ Important Reminder: These results are an educational snapshot based on your self-reported answers. They are not a substitute for clinical, legal, financial, or elder care professional advice. Always consult a qualified physician, geriatric care manager, elder law attorney, or financial advisor. Completing this assessment does not create any client relationship with Peritus & Company, Inc.
Disclaimer: This assessment is an educational resource provided by Peritus & Company, Inc. for informational purposes only. Results are based on self-reported data and do not constitute professional legal, medical, financial, or occupational therapy advice. Use of this tool does not create a consultant-client relationship.
Privacy Note: This tool uses local-only processing. Your answers are never transmitted or stored. Closing or refreshing this page permanently erases your session.
© Peritus & Company, Inc. · perituscompany.com
Privacy Note: This tool uses local-only processing. Your answers are never transmitted or stored. Closing or refreshing this page permanently erases your session.
© Peritus & Company, Inc. · perituscompany.com