Tell us about you!
Folder Name
Completed Date
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Month
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Day
Year
Date
Are you an individual or a joint couple seeking assistance?
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Individual
Joint
Name
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First Name
Last Name
Email
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example@example.com
Phone Number
*
Age
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Relationship Status
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Single
Long Term Relationship
Engaged
Married / Domestic Partnership
Separated
Widowed
Partner Name
First Name
Last Name
Partner Email
example@example.com
Are you an entrepreneur, freelancer, or self-employed?
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Yes
No
What is your approximate annual income?
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How would you describe the stage of investing that you are currently in?
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I am paying down debt and getting information.
I am an early stage investor needing guidance around what types of accounts I should be saving in and how much.
I am mid-career and my finances are becoming more complicated. I am seeking help to make sure I am on the right track.
I am within 5-10 years away from retirement and I need to make sure I have a plan for taking income in retirement and not outliving my assets.
I am already retired.
(Circumstances Permitting) Do you prefer in person meetings or remote video meetings?
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I prefer in person.
I prefer virtual.
No preference.
What areas do you believe you need help with? (select all that apply)
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I want information about 529 college plans.
I want information on life insurance or Long Term Care.
I want to focus on Retirement Savings and review of my investments.
I want to invest outside of my retirement.
I am a business owner and want information on how to save for retirement through my business.
I have old retirement accounts that I need help consolidating.
How many year have you been saving for retirement?
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1-5 years
6-10 years
11 - 20 years
21+ years
Are you interested in any of the following? (check all that apply)
Faith based investments
Environmentally conscious Investments and/or Socially conscious Investments
No preference
Other
What is prompting you to seek out a financial advisor right now?
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What do you hope to get out of a financial planning relationship?
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What are your biggest dreams you have for your life, and how might I help you achieve them?
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Think really big here. Like "money is no object" big.
Is there anything else you feel we should know about you?
Where did you hear about me?
*
Score
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