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1
What is your current age?
*
This field is required.
Over 65
61 - 65
56 - 60
46 - 55
36 - 45
Under 35
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2
What is your current financial priority?
*
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Just getting started
Building my savings
Growing my wealth
Retaining my wealth
Preparing for retirement
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3
Are you currently retired?
*
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YES
NO
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4
How confident are you in your long term financial plan?
*
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Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
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5
What activity is most important to you in retirement?
*
This field is required.
Traveling
Spending time with friends/family
Pursuing hobbies
Working part-time
Other
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6
Which word most accurately describes your vision of retirement?
*
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Enjoyment
Freedom
Leisure
Other
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7
Where do you expect the majority of your retirement income to come from?
*
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Savings and investments
Employer (Pensions)
Social Security
Other
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8
Are you planning on relocating for retirement?
*
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Yes
No
Not Sure
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9
How would you rate your overall health?
*
This field is required.
1
2
3
4
5
Poor health
Excellent Health
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10
How comfortable are you with investing?
*
This field is required.
1
2
3
Not Comfortable
Very Comfortable
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11
How quickly would you like to improve your long-term strategy?
*
This field is required.
As soon as possible
Within the next 3 months
Within the next year
No specific time frame/I don't want to make any changes
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12
Are you married?
*
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YES
NO
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13
Do you own your home?
*
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YES
NO
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14
Are you investing in any additional real estate assets?
*
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YES
NO
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15
Do you currently have children?
*
This field is required.
YES
NO
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16
Would you like help creating a college savings program for them?
*
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YES
NO
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17
Do you own a business?
*
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YES
NO
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18
Are you currently invested in inflation protected assets?
*
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Yes
No
Not sure
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19
Do you have a 401(k)?
*
This field is required.
YES
NO
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20
Do you have an IRA?
*
This field is required.
YES
NO
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21
Do you have an emergency fund?
*
This field is required.
YES
NO
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22
Which of these is most important for your financial advisor to have?
*
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Tax expertise
Investment management expertise
Estate planning expertise
None of the above
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23
Is socially responsible investing important to you?
*
This field is required.
YES
NO
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24
Do you currently have a financial advisor?
*
This field is required.
YES
NO
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25
Why are you looking for a new one?
*
This field is required.
I’m unsatisfied with my current advisor
I’d like to get another advisor’s perspective
I have substantial wealth that I’d like to divide with another advisor
I recently relocated
Other
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26
Where do you live?
*
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27
Do you need your financial advisor to be in your immediate area?
*
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I am comfortable working by phone or video
Yes
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28
Please estimate your household income.
*
This field is required.
Less than $100,000
$100,000 to $149,000
$150,000 to $199,000
$200,000 to $500,000
Over $500,000
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29
What are your biggest concerns about retirement?
*
This field is required.
Select all that apply
Not having a paycheck anymore
Running out of money in retirement
Paying too much in taxes
Paying for healthcare
Creating income in retirement
Suffering investment losses
Parents needing care
Other
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30
Please estimate your total investable assets.
*
This field is required.
Less than $100,000
$100,000 to $250,000
$250,000 to $500,000
$500,000 to $1,000,000
$1,000,000 to $3,000,000
$3,000,000 to $5,000,000
Over $5,000,000
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31
Please estimate your current monthly savings.
*
This field is required.
Less than $100
$100 - $249
$250 - $499
$500 - $999
$1,000 - $1,999
Over $2,000
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32
How did you hear about us?
*
This field is required.
Social media
Internet search
Referral
Online ad
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33
Is there anything else you'd like your advisor match to know? (optional)
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34
Where should we send your match?
*
This field is required.
Bonus: We'll send you the same checklists we use to help individuals retire.
example@example.com
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35
Almost done. What's Your Name?
*
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First Name
Last Name
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36
What's your mobile phone number?
Please enter a valid phone number.
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