Online Questionnaire
Please tell us a little bit about your situation so we can be prepared for the call.
Your Name
*
First Name
Last Name
Co-Client's Name (optional)
First Name
Last Name
Preferred Phone Number
Preferred Phone Number
*
-
Area Code
Phone Number
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No
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Preferred Phone Number for Co-Client (Optional)
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Area Code
Phone Number
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Yes
No
*
Rows
You
Co-Client
Age
Expected Age of Retirement
If Working, Occupation
Marital Status
How do you currently manage your money? (Check all that apply.)
*
I manage my own investments
I use my employer’s retirement plan
I use a robo-advisor
I work with a financial advisor
None of the above
How comfortable are you with investing?
*
Very comfortable
Somewhat comfortable
Not at allcomfortable
Where are your assets custodied? (check all that apply)
Schwab
Fidelity
Vangaurd
Other
Please estimate your household income.
*
Less than $250k
$250-$500k
More than $500k
Do you rent or own your primary residence?
*
Rent
Own
Please estimate your current primary mortgage liability and provide your current interest rate:
*
Do you own one or more vacation homes?
*
Yes
No
Do you own one or more investment properties?
*
Yes
No
Do you own any interest in a business?
*
Yes
No
Do you have any current or deferred annuity income?
*
Yes
No
Do you have any current or deferred pension income?
*
Yes
No
Please estimate your total investable assets [e.g., 401(k), IRA, brokerage account].
*
Less than $500K
$500K–$2M
$2M–$5M
$5M–$10M
Over $10M
Please estimate your total net worth, including real estate and businesses.
*
Less than $500K
$500K–$1M
$1M–$5M
$5M–$10M
Over $10M
What are your financial goals, both short-term and long-term?
*
Are there any financial concerns or obstacles that you feel are standing in the way of achieving your goals?
*
What questions do you specifically want answered with this engagement?
*
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