What is your current financial priority?
Just getting started
Building up my savings
Growing my wealth
Retaining my wealth
How confident are you in your long-term financial plan?
Need help
Not very confident
Somewhat confident
Very confident
Unsure
How quickly would you like to improve your long-term financial strategy?
As soon as possible
Within the next 3 months
Within the next year
I don't want to make any changes
What is your current age?
Over 65
61 - 65
56 - 60
46 - 55
36 - 45
Under 35
Are you Retired?
No
Yes
When do you plan to retire? (approx)
1-4 Years
5-9 Years
10-20 Years
20+ Years
What activity is most important to you in retirement?
Travel
Spending time with friends and family
Pursuing hobbies
Working part-time
Other
Are you planning on relocating for retirement?
Yes
No
Unsure
How comfortable are you with investing?
Not at all comfortable
Somewhat comfortable
Neutral
Mostly comfortable
I'm a pro
Do you currently have a financial advisor?
No
Yes
What has you interested in interviewing a new financial advisor today?
Fee Structure
Performance/Investment Strategy
Lack of Communication/Relationship
Lack of Personalization/Customization
Not a Fiduciary/Conflicts of Interest
Limited Services Offered
I'd like to get another advisor's perspective
Major Life Event
Other
Which of these is most important for your financial advisor to have?
Tax Planning Expertise
Active Investment Management Expertise
Estate Planning Expertise
Retirement Planning Expertise
Employee Benefit Expertise
Do you need your financial advisor to be in your immediate area?
I am comfortable working by phone or video
Yes
Where do you live? (Zip code)
Please enter a number from
00001
to
99950
.
Please estimate your household income.
Less than $40,000
$40,000 - $74,999
$75,000 - $99,999
$100,000 - $149,999
$150,000 - $249,999
Over $250,000
Where do you expect the majority of your retirement income to come from?
Savings & Investments
Employer (Pensions)
Government (Social Security)
Other
Please estimate your total investable assets.
Less than $25,000
$25,000 - $99,999
$100,000 - $249,999
$250,000 - $999,999
$1,000,000 - $4,999,999
Over $5,000,000
How did you hear about us?
Social media
Internet search
Online ad
TV
Physical mail
Referral
Other
Is there anything else you would like us to know? (Optional)
Almost done! What's your name?
(Required)
First
Last
Phone Number to Confirm Final Details & Receive Analysis
(Required)
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