Confidential Financial Benchmarking Questionnaire
The first step in our process
Tell us a little bit about yourself
Some quick information about your family
Children? (How many, ages, any additional info you need us to know)
Other Dependents? (How many, ages, any additional info you need us to know)
Tell us about your job
What industry do you work in?
What is your current position?
Number of years in current position
Number of years of prior work experience
Tell us a little bit about your current financial situation
Please check the items most important to you
Paying too much in taxes
Having enough income during retirement
Providing for education of children or grandchildren
Having a complete review of my investment portfolio to see what type of returns I have been getting and what type of risk I have been taking
Family security in the event of premature death or a disability
Restructuring or eliminating debt
Positioning myself to enjoy more of the things in life I value
Providing capital for the charitable organizations that I support
Determining where and how to withdraw funds from investments to provide for my retirement income
Purchasing a retirement property or second residence
Having peace of mind and a sense of security regarding my financial future.
Making sure my risk tolerance matches up with my asset allocation
Leaving a legacy
Making sure I'm doing the right thing at the right time with my money
What is your approximate annual net family income?
Do you have 3-6 months living expenses saved for emergency purposes?
I don't know
What is the total value of your investable Retirement assets? (401k, IRA, Roth IRA, 403b, 457, etc...)
What is the total value of your Other investable assets?
Are you currently working with a financial advisor?
Yes, multiple advisors
Do you have a Financial Plan?
Do you have an estate plan? (Wills, Trusts, Power of Attorney, etc...)
When you think about your finances, what keeps you up at night?
Please tell us what you like and/or dislike about working with your current advisor
Are there any other details of your current financial situation that you would like to share before our meeting?
What do you do for fun?
Hobbies and Interests
Health and Fitness
Arts and Crafts
What charities have you donated to in the past?
Saint Jude's Foundation
Habitat for Humanity
American Heart Association
Juvenile Diabetes Foundation
American Cancer Society
Please verify that you are human
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC
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