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Client Assessment
Please complete this brief survey so we may identify the services best suited for your needs.
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1.
Do you rent or own your home?
(Required.)
Rent
Own
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2.
Do you have a will(s) in place?
(Required.)
Yes
No
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3.
Do you have children?
(Required.)
Yes
No
Not Yet
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4.
What do your goals look like for a secure future for your spouse / family?
(Required.)
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5.
Have you or anyone in your family ever been a victim of identity theft?
(Required.)
Yes
No
Unknown
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6.
Is the amount of debt you have a concern for you and your family's security and wellbeing?
(Required.)
Yes
No
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7.
If there is not a change made to the system that you are on to eliminate debt, could that create future problems for you and the goals you wish to achieve?
(Required.)
Yes
No
Other (please specify)
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8.
If there were a solution that cut your debt repayments in half without adjusting your current operating budget, would that be a benefit to you and your family? Would you want to see it?
(Required.)
Yes
No
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9.
Do you have a trust in place?
(Required.)
Yes
No
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10.
Do you own a business?
(Required.)
Yes
No
Not Yet
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11.
Have you ever had to hire an attorney?
(Required.)
Yes
No
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12.
Do you have any investments?
(Required.)
Yes, I have investments.
No, I do not have investments.
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13.
If you investments have lost money in the last year, is that concerning for you? Can you afford to lose another 20-30%?
(Required.)
Yes
No
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14.
Would one of your goals moving forward be to maximize your returns?
(Required.)
Yes
No
I don't know
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15.
If there were an account that could provide both protection from downside markets, as well as provide strong upside gains, do you believe that would be beneficial?
(Required.)
Yes
No
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16.
At what age do you plan to retire?
(Required.)
Before age 50
51-60
61-70
After age 70
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17.
How would you rate your current plans for retirement
(Required.)
Nonexistent
I have some plans in place
I have my retirement completely mapped out
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18.
How would you rate the performance of the person / entity who is currently managing your accounts?
(Required.)
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19.
If a change is not made to your current strategy, could it create future problems to your retirement goals?
(Required.)
Yes, it could create future problems
No, I don't think it would create future problems.
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20.
Is there anything else you would like to communicate to us?
(Required.)
Current Progress,
0 of 20 answered
