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Strategy Snapshot
1
About how many years until you plan to retire?
Please choose one.
10+ years
5-10 years
1-5 years
I Am Retired
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2
invitee_full_name
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3
answer_1
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4
assigned_to
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5
invitee_email
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6
event_start_time
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7
Are you currently working with a financial advisor?
Please Select
Yes
No
Kind of / Not Actively
Please Select
Please Select
Yes
No
Kind of / Not Actively
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8
How would you describe your current financial plan?
Please Select
Well structured and on track!
Mostly investment accounts, not a full plan.
No formal plan.
Please Select
Please Select
Well structured and on track!
Mostly investment accounts, not a full plan.
No formal plan.
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9
Roughly, how much do you have to invest?
Please Select
Less than $250k
$250k-$500k
$500k-$1M
$1M-2.5M
$2.5M+
Please Select
Please Select
Less than $250k
$250k-$500k
$500k-$1M
$1M-2.5M
$2.5M+
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10
What's your biggest financial concern right now?
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11
Anything specific you'd like to discuss?
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