Hi there! Thanks for taking the time to complete this Financial Health Questionnaire.

Filling it out will likely take you around 10-20 minutes, and you'll need to complete it in one sitting, as there isn't a reliable way to save your progress.

You might be wondering ... is it safe to share this information via this website? After all, the info you'll be entering is sensitive stuff.

We've chosen to use JotForm partially due to its strong security policies. Plus, these forms have encryption added, so they are readable only by you and us. 

Here's some info on that if you're curious:

https://www.jotform.com/security/ 

https://www.jotform.com/encrypted-forms/

With that out of the way, let's get going!

Let's start by getting some information about you and your family.

Let's get an idea of your financial planning goals. If you're not sure, that's ok! Just fill these out the best you can. 

This section is going to probe how you feel about various areas of your financial life.

AKA, let's talk about your feelings.

Sometimes life transitions are exciting, sometimes they're scary, sometimes they're painful. Let's talk about any transitions in your life.

Sweet sweet income. Let's talk about how much and where it comes from.

This section is about any accounts and/or real estate you own.

Just a couple of other tidbits...

You made it! We so appreciate you taking the time to complete your Financial Health Questionnaire.

We've done our best to make this form intuitive and user-friendly. We're open to receiving any feedback you have to make this a better experience for you and others in the future. Feel free to share any thoughts below.

And feel free to share anything else you'd like to include that wasn't covered in this questionnaire.