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1. Contact Information (Required.)

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2. Please check all the events that have occurred in the past year or you anticipate occurring in the next year.

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3. Of the list above, what is your #1 concern right now?

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4. Please rate each category on the level of importance and level of satisfaction with your current plan.

  Important to me and I'm satisfied Important to me, but I need to improve Not Important to me
Budgeting (living within your means)
Amount of emergency savings
Amount of debt and a plan to eliminate 
Maintaining your family’s lifestyle in event of death or disability
Level of risk of your investments
Education for children or grandchildren
Special vacation/event
Retirement Planning
Preparation for nursing home/care costs
Charitable giving
Understanding your financial situation 
Having a step by step plan to accomplish your goals

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5. What type of assets do you currently own?

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6. When you present financial ideas and solutions to me; (please choose option that best fits you)

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7. When making a decision; (please indicate the option that best describes you)

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8. What are the top items you would like to talk about in our meeting?

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9. Not including the people in your life, what are the three things you are most proud of?

Please consider bringing the following documents to our meeting. 
  • Investment Account Statements, including retirement and 401(k) statements
  • Insurance policy information
  • Employee benefits information
  • Document relating to debts you may owe, such as loans or mortgages
  • Income and cash flow information, such as recent pay stubs and income tax returns

Securities and investment advisory services offered through Osaic Wealth, Inc. (Osaic Wealth) member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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