Financial and Life Goals Assessment
Help us understand your priorities and how best to contact you to discuss your financial and life goals.
Full Name
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email Address
*
example@example.com
Please select your 10 highest priority financial goals
Being financially independent - work is optional
Feeling financially secure
Affording travel / leisure time / experiences with family
Finding and affording engaging hobbies
Financially supporting my community / causes that are important to me
Maintaining physical health through sleep, diet, and exercise
Assisting children with education costs / early adulthood setup
Owning a home and affording its operating costs
Having the ability to be generous with loved ones
Strengthening and maintaining close relationships
Giving time to community and causes that are important to me
Avoiding the hedonic treadmill, but not over-saving (“enough”)
Financially supporting and protecting my family
Comfortably affording indulgences / luxury goods
Finding engaging work and being in a financial position to pursue it
Having ownership of my time
Gaining knowledge and learning
Leaving a legacy
Accomplishing personal successes
Having time to spend with loved ones
Owning a cottage, vacation property, or land
Spending / savouring time in nature
Outsourcing unpleasant tasks
Starting a business
Gaining or maintaining financial literacy
Raising financially literate and responsible children
Maintaining balance between work & other aspects of life
Please rank the following financial and life goals from most to least important to you by dragging and dropping:
If yes, what is the best time and day of the week to reach out?
Are you comfortable being contacted to discuss your financial and life goals and how to achieve them?
*
Yes
No
Who referred you to this survey?
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