Jimmy Ray Financial

1

What's Your Name?* This field is required.

First Name

Last Name

2

What's Your Best Email?* This field is required.We promise to not sell your information.

example@example.com

3

What are you primarily looking for right now?* This field is required.

Ongoing investment management and financial planning

One-time financial plan ONLY

Help with a specific product or transaction

4

Which statement best fits your personality?* This field is required.

I prefer to understand decisions, but want someone else to make them

I prefer someone else to make decisions, without trying to understand

I prefer to make decisions myself, but welcome third-party insight

I prefer to handle all aspects of financial and investment decisions

5

How do you see us working together?* This field is required.

I want to rely on you to make ongoing decisions and tell me what to do

I want to stay hands-on and make final decisions, but with your guidance

I want to have full control over all decisions and hire you for specific needs

6

Which statement best reflects your investing mindset?* This field is required.

I value good judgment, process, and long-term decision making

I mostly care about investment performance and getting good returns

I only invest in Real Estate because stocks are too risky

7

If we worked together, how would you expect to manage accounts?* This field is required.

I want to consolidate accounts and simplify things with one adviser

I prefer to keep accounts spread across multiple places and advisers

8

Are you okay paying ongoing advisory fees for management and planning?* This field is required.

I’m comfortable paying an ongoing advisory fee

I’m open to it but would need to understand the details

I’m not comfortable paying ongoing advisory fees

9

If there's a mutual fit, what best describes you?* This field is required.

I’m ready to move forward now

I need more time to decide

I’m just gathering information

10

What is your best number?* This field is required.In case I need to reach out to follow up

EX: 123-456-7890