Your Next Step Starts Here

What’s your current age?

Where do you live?

How would you characterize your overall health?

Has your health caused you financial difficulty or stress?

Are you married?

Do you currently have children under 18?

Do you own a home?

Are you investing in any additional real estate assets?

Do you own a business?

When would you like to retire?

Are you working or planning to work part-time in retirement?

What activity are you most looking forward to in retirement?

Which word most accurately describes your vision of retirement?

Are you planning on relocating for retirement?

Where do you expect the majority of your retirement income to come from?

What is your current financial priority?

How confident are you in your long-term financial plan?

How quickly would you like to improve your long-term financial strategy?

Please estimate your total investable assets.

Please estimate your household income.

Please estimate your current monthly savings.

Do you keep an emergency fund?

Do you have a 401(k)?

Do you have an IRA?

Are you currently using any strategies to reduce or defer capital gains taxes on appreciated investments?

How comfortable are you with investing?

What is your risk tolerance?

Do you have a family trust or estate plan in place to control how your wealth is transferred?

Do you currently have a financial advisor?

Which of these is most important for your financial advisor to have?

(Check all that apply)

Please provide the following: