Financial Planning Fact Finder & Risk Tolerance Questionnaire

  • Financial Planning Fact Finder

  • Your date of birth?*
     / /
  • Are you a US citizen?*
  • What is your relationship status?*
  • Would you like to include a spouse/co-client to your planning profile?*
  • Their date of birth?*
     / /

  • Co-Client Information

    If there is no co-client, please click next
  • Are they a US citizen?*
  • Do you have an accountant?*
  • Do you have any children or financial dependants?*

  • Employment Questions

  • What is your employment status?*

  • 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?*
  • What's the best estimate of your total net worth (Assets-Debt)?*
  • What's the best estimate of your liquid net worth (Bank & Investment Accounts - Debt)?*
  • Do you know how much your living expenses are?*
  • Do you have an "emergency fund" or savings account which can be accessed as needed?*
  • Are you saving for anything specifically at the moment?*

  • 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. 

  • Date
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  • Risk Tolerance Questionnaire

    This questions apply to the whole household, so be sure to include any co-client's input in your answer choices.
  • What is the main purpose for the funds you're investing?

  • When do you plan on using the bulk of the money you are currently saving?
  • How would you describe your own knowledge of investments and financial markets?
  • What statement best describes your current cash flow situation?
  • If you are currently working and were laid off today, how quickly do you believe you could begin working at a comparable job to your current one?
  • How would you classify yourself your own risk tolerance as an investor?
  • Do you engage in high-risk activities or sports (e.g. skydiving, dirt biking, etc.)?
  • Which of the following companies would you find most appealing to invest in?
  • If you had to place a bet on one of the following choices, which would you take?
  • Do you frequently buy lottery tickets (risking a small amount of money for a very small potential for a big win)?
  • If your investment portfolio dropped by 20% over six months and did not know what would happen next, what would you do?
  • What would you do if that portfolio fell another 20%?
  • Should be Empty: