Complimentary Portfolio Analysis

1

First, let's start with your name.* This field is required.

2

And your email address?* This field is required.

3

What about your preferred phone number?* This field is required.

4

Who currently manages your portfolio?* This field is required.

I work with a financial advisor

I use an online robo-advisor

A friend, partner, or family member helps manage it

I manage it myself

5

Can you share a few things that you like and/or dislike about your current advisor?

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How would you describe your portfolio’s performance over the past few years?* This field is required.

Disappointing

Okay but inconsistent

It's generally kept up with the market

Better than expected

Excellent

7

When the markets sold off in 2022, how did you respond?* This field is required.

I got out of the market for a while

I shifted to a more conservative strategy

I stayed the course

I added money to my portfolio and/or got more aggressive

I wasn't investing at the time

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How much could your portfolio decline before you'd start to lose sleep at night?* This field is required.This is also known as your downside threshold.

I'd be at or near my downside threshold if I experienced a 5% decline.

I'd be at or near my downside threshold if I experienced a 15% decline.

I'd be at or near my downside threshold if I experienced a 25% decline.

I'm a long-term investor. If my portfolio declines by 35% or more, I can tolerate it.

9

When was the last time you had a comprehensive portfolio review?* This field is required.

Within the past 6 months

6 to 12 months ago

1 to 2 years ago

More than 2 years ago

I've never had one

10

What are you looking for in a financial advisor?

11

Securely upload your account statement(s)Please upload your most recent account statements with all pages included.

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Max. file size: 48.8MB

12

Please pick a time below to meet with an advisor. * This field is required.***After clicking "Schedule Event", it's important that you also SUBMIT your Complimentary Portfolio Analysis request by clicking the SUBMIT button in the bottom right corner. ***

13

Please pick a time below to meet with Todd Gomes, CFP, AIF. * This field is required.***After clicking "Schedule Event", it's important that you also SUBMIT your Complimentary Portfolio Analysis request by clicking the SUBMIT button in the bottom right corner. ***

14

Please pick a time below to meet with our advisory team. * This field is required.***After clicking "Schedule Event", it's important that you also SUBMIT your Complimentary Portfolio Analysis request by clicking the SUBMIT button in the bottom right corner. ***