Clone of Individuals & Families

1

1. What is your main financial goal that our Team can help address?* This field is required.

Family Planning

Retirement

Investing

Life Changing Event

Financial Windfall

2

2. What has compelled you to seek financial advice? (Choose all that apply).* This field is required.

Growing concerns over financial situation

Unsure of ability to accomplish goals

Improve tax management

Not sure about ability to retire and/or maintain lifestyle

Current Advisor is not adding value

How to best optimize investments

3

3. What is your time frame to begin working on an Action Plan?* This field is required.

As soon as possible

Within the next 3-6 months

Within the next year

Within the next few years

5

5. When do you want to retire?* This field is required.

Within 5 years

6 to 10 years

11 to 20 years

20+ years

I am already retired

6

6. How would you prefer to meet with your Advisor?* This field is required.

7

7. What is your best estimate of investible assets?* This field is required.

Less than $100,000

$100,001 - $250,000

$250,001 - $500,000

$500,001 - $1,000,000

$1,000,001 - $3,000,000

$3 Million +

8

* This field is required.