• Client Assessment

    The FIIRM Client Assessment rates your level of financial functionality and helps to identify opportunities for improvement.
  • Relationship Status
  • Children
  • Minor Children

  • Questions

  • 1. Are you primarily responsible for or provide assistance with financial matters within (select all that apply)

  • 2. Which option best describes the dynamics of financial responsibilities within your household?
  • 3. Which option best describes the level of awareness your dependents/significant other or close family have regarding your financial matters? Can someone easily step in and pay the bills or manage the accounts that you are primarily responsible for?
  • 4. How organized is your current financial and other critical information?
  • 5. How do you maintain your digital asset information (passwords) and location of personal documents?
  • 6. What is the percentage of business handled digitally versus manually?
  • 7. Are you sure that all beneficiary information is completed and up-to-date for all your accounts?
  • 8. Do you have a completed budget?
  • 9. Have you a pulled your credit report within the last 6- 12 months?
  • 10. Do you have an existing will or other estate related documents completed?
  • 11. Do you currently work with any of the following? (select all that apply)
  • 12. Would you be committed to making sure your playbook is updated at least every two years?
  • 13. Describe your level of comfort with providing sensitive information required to complete your playbook?
  • 14. What would have to occur for you to describe the Financial Face Down Program as successful? (select all that apply)
  •  -

  • Disclaimer

    By participating in this assessment, you acknowledge that, this does not create a client relationship/agreement between you and THE FIIRM APPROACH, LLC (The FIIRM), unless The FIIRM has received full payment for services prior to completion of the assessment. The information obtained from this assessment will be for discussion purposes throughout the service experience with The FIIRM and you acknowledge that submission of this assessment does not mandate additional work to be performed by The FIIRM should you choose to not to engage any additional services. The preliminary guidance, if any, provided as a result of the assessment is based on an abbreviated examination of the minimal facts given, not the comprehensive analysis The FIIRM conducts when working with individual clients. Therefore, guidance provided during our initial assessment and subsequent sessions is not intended nor implied to be a substitute for professional advice or directives from licensed financial, legal or other professionals. The FIIRM cannot guarantee the outcome of following the guidance provided and statements about the potential outcome are expressions of opinion only. Following the guidance provided is at your own risk and you are strongly encouraged to engage the services of licensed financial, legal or other professionals to provide additional insight on particular issues or questions before taking specific action. You acknowledge and understand the disclaimer referenced above by means of inserting initials/signature below or electronic submission of this document.
  • I have read, understood and agree to the disclaimer as listed above*
  • Should be Empty: