Investor Type Assessment

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First Name

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invitee last name

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Email

example@example.com

4

When it comes to financial decisions, I prefer to...* This field is required.

Make them myself after doing research

Talk them over with someone I trust

Hear my advisor’s recommendation before I decide

Let my advisor handle it with my input as needed

5

My ideal advisor relationship looks like...* This field is required.

I call the shots and they just execute

We talk through options and decide together

They show me the best path, and I usually follow it

I want to offload this and focus on other parts of life

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My financial priorities are mostly about...* This field is required.

Growing wealth and maximizing potential

Protecting what I've earned and reducing risk

Taking care of my family and leaving a legacy

Enjoying life now with confidence and flexibility

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Result

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If I had to choose, I'd want my money to...* This field is required.

Keep compounding and opening opportunities

Provide long-term stability and protection

Create a lasting impact beyond myself

Fund the life I love, today and tomorrow

9

I usually make financial decisions...* This field is required.

After I’ve researched everything and double checked the plan

Once I’ve reviewed the key details and asked my questions

Pretty quickly once I trust the advice or strategy

Fast - I go with my gut or handle it on the fly

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When I’m presented with financial advice...* This field is required.

I sleep on it and double check everything

I want context, but I don’t overthink

I decide as soon as it clicks

I go with what feels right in the moment

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My ideal involvement in financial planning is...* This field is required.

Minimal - just let me know if something significant changes

Low touch - I like updates now and then

Moderate - I want to talk regularly and understand the 'Why'

High - I want to be looped into everything before it happens

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When it comes to managing my finances...* This field is required.

I'd rather not think about it too often

I want to be confident things are working in the background

I like understanding the plan and checking in periodically

I check in frequently and want full visibility

14

OptionalPlease provide your email if you'd like a downloadable copy of your completed profile.

example@example.com