Next Steps to Your Financial Future

Next Steps to Your Financial Future

Simple and Fast Questionnaire
Name*

First NameLast Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Age Range*

18-3556-6036-4561-7246-5573+Other
Marital Status*

SingleMarriedDivorcedWidowed
Number of Dependents
Current Financial Landscape

Snapshot overview or assessment of your financial situation
Current Employment Status*

Employed, Career Building StageSelf-Employed, Independent EntrepeneurRetired, Galivanting around the GlobeUnemployed, In-between the next best thingOther
Occupation
Annual Income*
Estimate Net worth- Exclusive of Primary Residence*
My Current Assets Include: (Check all that apply)*

Traditional IRARoth IRAIndividual / Joint Investment AccountsCurrent Employer 401k or 403bPrevious Employer 401k or 403b457 planSavings AccountChecking AccountCDs / CashAnnuitiesReal EstateOther
Investment Risk Tolerance*

ConservativeModerateGrowth
Experience with Investing*

NoneLimitedModerateExtensive
Financial Goals

Help us create a Roadmap for making informed decisions about spending, saving, investing, and planning for the future.
What stage of life are you in?*

Just getting startedAccumulating SavingsBuilding my Investment AssetsWealth Preservation Strategies
Financial Planning / Investment and Wealth Management Topics: (Check all areas of interest)*

Retirement PlanningInvestment Strategies and Portfolio ManagementPortfolio Review and DevelopmentInvestment Withdrawal or Income StrategiesTax Planning StrategiesEstate Planning (Wills, Trusts, etc.)Insurance, LTC, and Risk ManagementSocially Responsible / ESG Investing401(k)/ IRA Rollover OptionsRequired Minimum Distributions (Secure Act)Inheritance – IRAPlanning for Early RetirementPension Related QuestionsManaging Employer Stock OptionsAging In Place/Nursing Home ExpensesUnderstanding Employee BenefitsSaving for College / Education FundingStock Market Basics / Investing 101Budgeting and Cash Flow ManagementDebt Reduction StrategiesEmergency Fund Planning
Personal Growth, Financial Well-Being, Lifestyle and Life Events: (Check all areas of interest)*

Achieving Financial IndependenceManaging Financial StressBuying a Home / PropertyStarting a Family / Financial Planning for ChildrenPlanning for a Wedding or Major Life EventCaring for Aging ParentsCaring for Family Members with Special NeedsBuilding Generational WealthCharitable Giving / PhilanthropyLifestyle Planning and Travel GoalsDownsizing your homeBuilding a LegacyTrusted Professional Resources i.e. Attorneys, CPAs, Real Estate Agents, Mortgage Brokers
Do you have any significant life changes on the horizon within the next 12 to 24 months?
What does success look like for you? It could be financial or something more personal. Everyone defines it in their own way. What does it mean to you?
Charting Your Course...

Whether you’ve worked with an advisor before or this is new for you, it’s helpful to know...
Have You Partnered with a Financial Advisor Before?*

YesNo
If No, what has delayed a relationship with a Financial Advisor?

ProcrastinationI don't think I qualifyI am too busyI don't understand the valueI think I have waited too longI am embarassed, I don't think I have saved enoughI feel I am unorganizedI don't know where to begin, I never thought I needed helpAfraid to take the next stepsHave a hard time trusting someone else
If Yes, how often do you typically meet with your current Advisor(s)?

Haven't talked with my advisor since I startedOnce a yearTwice a yearQuarterly (Four times a year)Only when I call the office myself
How did you hear about us?*

Personal ReferralAttended an EventSocial MediaWebsite
We're Looking Forward to Meeting You...
A "Get to Know You" meeting is simply about getting to know each other. Finances are personal - we get that. We want to have a relaxed, no-pressure conversation where we focus on building a trusted relationship rather than crunching numbers. We take the time to learn what’s most important to you—whether it’s planning for the future, managing today’s priorities, or just finding more peace of mind. It's about understanding your story, exploring your goals and concerns to see how we can best work together, and finding the right fit to support your financial journey.
We’re Here for You, No Matter Where You Are, Let’s Find the Right Meeting Format. Please choose all your preferred meeting methods:*

In-PersonPhoneVirtual (Zoom)Other
Thanks So Much for Your Time and We Look Forward to Working with You Soon!

Securities Offered Through LPL Financial, Member FINRA/SIPC
We value your privacy. Your information will never be shared or sold. Any communication you receive will come directly from our office—never from unaffiliated parties.
Date

MonthDayYear
Date
Should be Empty:

Next Steps to Your Financial Future

Current Financial Landscape

Financial Goals

Charting Your Course...

We're Looking Forward to Meeting You...

Thanks So Much for Your Time and We Look Forward to Working with You Soon!