HFSprelim?

Name* This field is required.

First Name

Middle Name

Last Name

Email* This field is required.

example@example.com

What city and state do you live in?* This field is required.

What is your occupation?* This field is required.

Are you Self-Employed?* This field is required.

YESNO

Relationship Status* This field is required.

Single

Long Term Relationship

Engaged

Married / Domestic Partnership

Separated

Widowed

Partner Name

First Name

Middle Name

Last Name

Partner Email

example@example.com

What is your partner's occupation?

Is your partner self-employed?

YESNO

What is your preferred contact method?* This field is required.

Phone Call

Text

Have you worked with a financial planner or financial advisor before?* This field is required.

YESNO

What did you like or dislike about working with a financial planner or financial advisor?

What is your current living situation* This field is required.

Rent

Own A Home

Own Multiple Homes (ex. investment, vacation)

Do you track your spending / savings?* This field is required.

YESNO

How do you track your spending /savings?

Bank book / written tracker

Spreadsheet

Mobile Application (i.e. Mint, Quickbooks, etc.)

How frequently do you review your spending / savings?

Daily

Weekly

Monthly

Annually

Do you have a dedicated emergency fund?* This field is required.

YESNO

How many months will it cover?

Do you have investments?* This field is required.

YESNO

Do you prepare your own tax returns?* This field is required.

YESNO

Do you have an estate plan?* This field is required.

YESNO

Do you have student loans?* This field is required.

YESNO

Are your loans federal or private loans?

Federal

Private

Both

Are you in an income driven repayment plan?

YESNO

Have you made any major life changes in the past three years?* This field is required.

Graduated from college / master's program

Changed jobs

Living situation change

Relationship change

Family size change

Bought a home

Started a business

Other

Do you plan to make any major life changes in the next three years?* This field is required.

Start a new degree / certification course

Change jobs

Move

Relationship change

Family size change

Buy a home

Start a business

Sell a business

Retire

Other

How do you fell about your current financial situation?* This field is required.

What has worked for you in managing your finances?* This field is required.

What obstacles have you faced in managing your finances?* This field is required.

Do you tithe / give to charity* This field is required.

YESNO

Do you believe in any particular social causes? (check all that apply)* This field is required.

Animal welfare

Environment

Faith-based

Other

What do you value spending money on?* This field is required.

Gifts / Charitable Giving

Education

Entertainment

Experiences / Travel

Health

Hobbies

Peace of Mind

Timesavers / Convenience

Other

What topic(s) do you want more education on?* This field is required.

Retirement

Starting a business

Selling a business

Making business more profitable / efficient

Income Taxes

Insurance

Investments

Estate Planning

Homebuying (primary and/or investment)

Budget / Credit

Student Loans

Other

What questions do you have about financial planning or about our company?* This field is required.

Imagine you are 3 years into the future, looking back, what accomplishments would make our relationship successful?* This field is required.(i.e. Completed estate plan, Business sold, retired and living comfortably)

Select a time for our Intro Call* This field is required.