One Brick Discovery Questionnaire 2025

1
Name* This field is required.
First Name
Last Name
2
Phone Number* This field is required.
3
Email* This field is required.
example@example.com
4
What is your Date Of Birth* This field is required.
Date
Month
Day
Year
5
Where are you located?* This field is required.
Address
Address line 2
City/Town
State/Region/Province
Zip/Post Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
6
What is your preferred contact method?* This field is required.Our preferred contact method is email due to the nature of our work
Phone
Email
Text
7
Are you a home owner?* This field is required.
Yes
No
8
How many children under the age of 18 live in your home?* This field is required.
0
1
2
3
4
5+
9
Please provide the name(s) and date of birth(s) of children under the age of 18.* This field is required.
10
What Industry Do You Work In?* This field is required.
Please Select
Please Select
Accounting
Airlines/Aviation
Alternative Dispute Resolution
Alternative Medicine
Animation
Apparel/Fashion
Architecture/Planning
Arts/Crafts
Automotive
Aviation/Aerospace
Banking/Mortgage
Biotechnology/Greentech
Broadcast Media
Building Materials
Business Supplies/Equipment
Capital Markets/Hedge Fund/Private Equity
Chemicals
Civic/Social Organization
Civil Engineering
Commercial Real Estate
Computer Games
Computer Hardware
Computer Networking
Computer Software/Engineering
Computer/Network Security
Construction
Consumer Electronics
Consumer Goods
Consumer Services
Cosmetics
Dairy
Defense/Space
Design
E-Learning
Education Management
Electrical/Electronic Manufacturing
Entertainment/Movie Production
Environmental Services
Events Services
Executive Office
Facilities Services
Farming
Financial Services
Fine Art
Fishery
Food Production
Food/Beverages
Fundraising
Furniture
Gambling/Casinos
Glass/Ceramics/Concrete
Government Administration
Government Relations
Graphic Design/Web Design
Health/Fitness
Higher Education/Acadamia
Hospital/Health Care
Hospitality
Human Resources/HR
Import/Export
Individual/Family Services
Industrial Automation
Information Services
Information Technology/IT
Insurance
International Affairs
International Trade/Development
Internet
Investment Banking/Venture
Investment Management/Hedge Fund/Private Equity
Judiciary
Law Enforcement
Law Practice/Law Firms
Legal Services
Legislative Office
Leisure/Travel
Library
Logistics/Procurement
Luxury Goods/Jewelry
Machinery
Management Consulting
Maritime
Market Research
Marketing/Advertising/Sales
Mechanical or Industrial Engineering
Media Production
Medical Equipment
Medical Practice
Mental Health Care
Military Industry
Mining/Metals
Motion Pictures/Film
Museums/Institutions
Music
Nanotechnology
Newspapers/Journalism
Non-Profit/Volunteering
Oil/Energy/Solar/Greentech
Online Publishing
Other Industry
Outsourcing/Offshoring
Package/Freight Delivery
Packaging/Containers
Paper/Forest Products
Performing Arts
Pharmaceuticals
Philanthropy
Photography
Plastics
Political Organization
Primary/Secondary Education
Printing
Professional Training
Program Development
Public Relations/PR
Public Safety
Publishing Industry
Railroad Manufacture
Ranching
Real Estate/Mortgage
Recreational Facilities/Services
Religious Institutions
Renewables/Environment
Research Industry
Restaurants
Retail Industry
Security/Investigations
Semiconductors
Shipbuilding
Sporting Goods
Sports
Staffing/Recruiting
Supermarkets
Telecommunications
Textiles
Think Tanks
Tobacco
Translation/Localization
Transportation
Utilities
Venture Capital/VC
Veterinary
Warehousing
Wholesale
Wine/Spirits
Wireless
Writing/Editing
Retired
Teaching
11
Are you self-employed?* This field is required.
Yes
No
12
What is the name of your business?* This field is required.Example: John Doe LLC
13
What is the business EIN?
14
How many employees does the business have?* This field is required.
Just Me
1-5
5-10
10-15
15+
15
How is the business structured?* This field is required.
Single Member LLC (Sole Prop)
Partnership
S-Corp
C-Corp
Not Sure
16
What is the Gross Revenue of the Business?* This field is required.Example: Approximations are fine!
17
What is the Net Profit of the Business?* This field is required.Approximations are fine! Expenses should include your salary, if you pay yourself one.
18
Is a salary/wage being paid?* This field is required.What you would show on a W-2
Yes
No
19
What is that amount?* This field is required.
20
Are You Retired?* This field is required.
YESNO
21
What is your Annual Income from Social security and Pension Income?* This field is required.(put $0, if not applicable)
22
What is your W-2 Income?* This field is required.(put $0, if not applicable)
23
Is some of your compensation given in company stock?These would include RSUs and any other type of stock options through your employer.
Yes
No
24
What relationship status best reflects your circumstance?* This field is required.
Please Select
Please Select
Married
Single
Divorced
Widowed
Life Partner
Separated
25
Name* This field is required.
First Name
Last Name
26
Phone Number* This field is required.
27
Email* This field is required.
example@example.com
28
What is your significant other's date of birth?* This field is required.
Date
Month
Day
Year
29
What industry do they work in?* This field is required.
Please Select
Please Select
Accounting
Airlines/Aviation
Alternative Dispute Resolution
Alternative Medicine
Animation
Apparel/Fashion
Architecture/Planning
Arts/Crafts
Automotive
Aviation/Aerospace
Banking/Mortgage
Biotechnology/Greentech
Broadcast Media
Building Materials
Business Supplies/Equipment
Capital Markets/Hedge Fund/Private Equity
Chemicals
Civic/Social Organization
Civil Engineering
Commercial Real Estate
Computer Games
Computer Hardware
Computer Networking
Comp+24:139r Software/Engineering
Computer/Network Security
Construction
Consumer Electronics
Consumer Goods
Consumer Services
Cosmetics
Dairy
Defense/Space
Design
E-Learning
Education Management
Electrical/Electronic Manufacturing
Entertainment/Movie Production
Environmental Services
Events Services
Executive Office
Facilities Services
Farming
Financial Services
Fine Art
Fishery
Food Production
Food/Beverages
Fundraising
Furniture
Gambling/Casinos
Glass/Ceramics/Concrete
Government Administration
Government Relations
Graphic Design/Web Design
Health/Fitness
Higher Education/Acadamia
Hospital/Health Care
Hospitality
Human Resources/HR
Import/Export
Individual/Family Services
Industrial Automation
Information Services
Information Technology/IT
Insurance
International Affairs
International Trade/Development
Internet
Investment Banking/Venture
Investment Management/Hedge Fund/Private Equity
Judiciary
Law Enforcement
Law Practice/Law Firms
Legal Services
Legislative Office
Leisure/Travel
Library
Logistics/Procurement
Luxury Goods/Jewelry
Machinery
Management Consulting
Maritime
Market Research
Marketing/Advertising/Sales
Mechanical or Industrial Engineering
Media Production
Medical Equipment
Medical Practice
Mental Health Care
Military Industry
Mining/Metals
Motion Pictures/Film
Museums/Institutions
Music
Nanotechnology
Newspapers/Journalism
Non-Profit/Volunteering
Oil/Energy/Solar/Greentech
Online Publishing
Other Industry
Outsourcing/Offshoring
Package/Freight Delivery
Packaging/Containers
Paper/Forest Products
Performing Arts
Pharmaceuticals
Philanthropy
Photography
Plastics
Political Organization
Primary/Secondary Education
Printing
Professional Training
Program Development
Public Relations/PR
Public Safety
Publishing Industry
Railroad Manufacture
Ranching
Real Estate/Mortgage
Recreational Facilities/Services
Religious Institutions
Renewables/Environment
Research Industry
Restaurants
Retail Industry
Security/Investigations
Semiconductors
Shipbuilding
Sporting Goods
Sports
Staffing/Recruiting
Supermarkets
Telecommunications
Textiles
Think Tanks
Tobacco
Translation/Localization
Transportation
Utilities
Venture Capital/VC
Veterinary
Warehousing
Wholesale
Wine/Spirits
Wireless
Writing/Editing
Retired
Teaching
30
Are they self-employed?* This field is required.
Yes
No
31
What is the name of their business?* This field is required.Example: John Doe LLC
32
What is the business EIN?
33
How many employees does the business have?* This field is required.
Just Me
1-5
5-10
10-15
15+
34
How is your business structured?* This field is required.
Sole Proprietorship (Single Member LLC)
Partnership
S-Corp
C-Corp
Not Sure
35
What is the Gross Revenue of the Business?* This field is required.Example: Approximations are fine!
36
What is the Net Profit of the Business?* This field is required.Approximations are fine! Expenses should include your salary, if you pay yourself one.
37
Are they paying themselves a salary/wage?* This field is required.What you would show on a W-2.
Yes
No
38
What is that amount?* This field is required.
39
Are They Retired?* This field is required.
YESNO
40
What is their Annual income from Social security and Pension Income?* This field is required.(put $0, if not applicable)
41
What is their W-2 Income?* This field is required.( put $0, if not applicable)
42
Is some of their compensation given in company stock?* This field is required.These would include RSUs and any other type of stock options thorugh your employer.
Yes
No
43
How Do You Consider Your Finances?* This field is required.
I solely manage my personal accounts
My spouse/partner and I combine our individual accounts into one shared financial pool
My spouse/partner and I keep our finances separate from each other
44
What is your net-worth?* This field is required.Your net worth, quite simply, is the dollar amount of your assets minus all your debts. You can calculate your net worth by subtracting your liabilities (debts) from your assets. If your assets exceed your liabilities, you will have a positive net worth. Conversely, if your liabilities are greater than your assets, you will have a negative net worth.
45
Approximately, how much do you have in liquid investment accounts (one total number, the sum of your account amounts including brokerage, IRA, and others, without counting real estate equity or business equity)? If you and your spouse have "one big pot," please write the total number.* This field is required.
46
What are your estimated fixed expenses on a monthly basis?* This field is required.Your mortgage or rent generally makes up a large portion of this number. The definition of fixed expenses is “any expense that does not change from period to period," such as mortgage or rent payments, utility bills, and loan payments. The amounts may vary slightly, which may be the case with utilities, but you know they are due on a regular basis.
47
Of your fixed costs how much is your rent or mortgage payment?* This field is required.
48
Which of the following is the best approximation of your savings rate or your desired savings rate?* This field is required.Savings rate is the amount of savings divided by your personal income.
5%
10%
15%
20%
25%
30%
49
Pick three of the following financial planning topics that you feel are most pressing from the list* This field is required.
Investment Management/Portfolio Design
Retirement Planning
Cash Flow (Budgeting)
Saving for College
Buying A House
Student Loans
Estate Planning
Taxes
Wealth Transfer
Employer Benefits
Insurance
Inheritance/Large Bonus
Changing Jobs
Divorce
Getting Married
Selling Or Operating A Business
Social Security Planning
Other
50
There are three main tenets of our practice. Of them, please rank them based on your order of importance.* This field is required.
51
Do You Currently Work With An Estate Planning Attorney?* This field is required.
Yes
No
52
How did you hear about One Brick Planning?
Should be Empty: