Free Financial Strategy Scorecard Form
Full Name
*
First Name
Last Name
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
E-mail
example@example.com
How did you hear about us?
*
Please Select
Social Media
Google
Online Directory
Referral
Other
Please Specify
*
Marital Status
*
Single
Married
Divorced
Widowed
Date of Birth
Spouse Name and Date of Birth
Do you have children?
*
Yes (children younger than 25)
Yes (children that are adults)
No childeren
What are your children's ages?
What family members are (or will be) dependent on your financially?
Employment Status
*
Employed
Self Employed
Homemaker
Retired
Estimated Earnings
Employer
Spouse Employment Status (if married)
Employed
Self Employed
Homemaker
Retired
Estimated Spouse Earnings (if married)
Employer
At what age would you like to be "work optional" or retired?
What are you going to do with your "free time" in retirement?
Do any other "major life goals" pertain to your situation?
Second Home
Travel
Fund Child's Education
Large Purchase Item (Car, Boat, etc.)
Purchase or Renovate a Primary Residence
Provide Financial Support or Care for Parent
Other
Describe "Other(s)"
What options best matches your primary concerns?
Outliving money
Unable to pay for quality healthcare
Inflation
Impact of taxes on retirement
The impact of a bear market or recession
Other
Do you (or your spouse) have company sponsored or individual retirement accounts (401(k), 403(b), IRA, etc.) ?
Yes
No
What is the approximate balance of your (and your spouse's) combine retirement account balances (401(k), IRA, 403(b), Cash Balance Pension, 457, et.) ?
Less than $400,000
$400,00-$1,000,000
$1,000,000-$1,500,000
$1,500,000-$2,000,000
$2,000,000-$3,000,000
$3,000,000-$5,000,00
$5,000,00 Greater
Do you (or your spouse) have any personal investments outside of tax advantaged retirement accounts?
Yes
No
Please list personal investment types outside of retirement accounts (i.e. brokerage account, investment real estate, money market/high interest savings, annuities, cryptocurrency, company stock, partnership holdings) :
What is the approximate balance of your (and your spouse's) combine personal investment accounts?
Less than $125,000
$125,00-$500,000
$500,000-$1,500,000
$1,500,000 or $5,000,000
$5M Plus
Please list all the ways (and amounts) you are currently contributing to savings or investments? (401(k) percentages, monthly savings account contributions, brokerage account contributions, etc.)
How would you describe your risk tolerance?
Conservative (low risk)
Moderate (in the middle)
Aggressive (high risk)
Not sure
If you were not on track for your goals, what would you most likely do to help compensate?
Spend Less
Work Longer
Invest More Aggressively
Please list your expected income sources in retirement (i.e. expected social security, pensions, annuities, rental income, etc. )
If you were ahead of track in your goals, what options match most closely with what you would do?
Retire Sooner
Reduce Market Risk
Spend More in Retirement
Leave a Financial Legacy or Bequest
I would not change anything
How do you prefer to have our Free Strategy Session ?
Zoom Call
Phone
Meeting in our office in Scituate, MA
Submit
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