Financial Planning Fact Finder & Risk Tolerance Questionnaire

What is your relationship status?*

SingleMarriedLife PartnerDivorced/SeperatedWidowed
Would you like to include a spouse/co-client to your planning profile?*

YesNo

What prompted you to want to talk to an adviser?
Do you have an accountant?*

YesNo
If you are okay with us reaching out to your accountant as necessary, please provide their name, phone number or email address below.

Employment Questions
What is your employment status?*

EmployedSelf-employedHomemakerUnemployedRetired
What company do you work for?*
What is your occupation?*
At what age do you plan to retire?*

Co-client employment questions

If you are not including a co-client in your profile, please click next
What is your spouse/co-client's employment status?*

EmployedSelf-employedHomemakerUnemployedRetired
What company do they work for?*
What is their occupation?*
What age do they plan to retire?*

What income do you receive?*
What income does your spouse/co-client receive?*
Do you know how much your living expenses are?*

Yes, I follow a strict budgetYes, I have some ideaNo, I have no idea
Roughly (to the nearest thousands of dollars), how much do you think your living expenses are each month?
What's your best guess of your credit score?*
Do you have an "emergency fund" or savings account which can be accessed as needed?*

I don't have an emergency fundI have an emergency fund, and it can fund 1 month of living expensesI have an emergency fund, and it can fund 3 months of living expensesI have an emergency fund, and it can fund 6 months of living expenses
Are you saving for anything specifically at the moment?*

YesNo
What are you saving for? How much do you need and by what date?
Is there anything we haven't covered that you feel is important to tell us?
Thank you so much for providing us with all the information you have. The better we understand your life the better our advice can be.
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Financial Planning Fact Finder