Daniel E. Olson Client Review Survey Question Title * 1. Would you like to set up a review meeting? Yes, I would like to set up a time for a face to face meeting Yes, I would like to set up a time for a quick 15 minute phone call No Comments Question Title * 2. What are your most important personal or family goals? Very Important Important Indifferent Not Important Your family's financial well-being in the event of death or disability Your family's financial well-being in the event of death or disability Very Important Your family's financial well-being in the event of death or disability Important Your family's financial well-being in the event of death or disability Indifferent Your family's financial well-being in the event of death or disability Not Important Funding your children's or grandchildren's education Funding your children's or grandchildren's education Very Important Funding your children's or grandchildren's education Important Funding your children's or grandchildren's education Indifferent Funding your children's or grandchildren's education Not Important Preparing for retirement Preparing for retirement Very Important Preparing for retirement Important Preparing for retirement Indifferent Preparing for retirement Not Important Providing a financial legacy for your heirs or a charity Providing a financial legacy for your heirs or a charity Very Important Providing a financial legacy for your heirs or a charity Important Providing a financial legacy for your heirs or a charity Indifferent Providing a financial legacy for your heirs or a charity Not Important Other (please specify) Question Title * 3. Please rank your current financial plan Very Good Good OK Needs Improving Concerned N/A Retirement Planning Retirement Planning Very Good Retirement Planning Good Retirement Planning OK Retirement Planning Needs Improving Retirement Planning Concerned Retirement Planning N/A Estate Planning Estate Planning Very Good Estate Planning Good Estate Planning OK Estate Planning Needs Improving Estate Planning Concerned Estate Planning N/A Education Planning Education Planning Very Good Education Planning Good Education Planning OK Education Planning Needs Improving Education Planning Concerned Education Planning N/A Survivor Benefit Planning Survivor Benefit Planning Very Good Survivor Benefit Planning Good Survivor Benefit Planning OK Survivor Benefit Planning Needs Improving Survivor Benefit Planning Concerned Survivor Benefit Planning N/A Spending and Budgeting Spending and Budgeting Very Good Spending and Budgeting Good Spending and Budgeting OK Spending and Budgeting Needs Improving Spending and Budgeting Concerned Spending and Budgeting N/A Debt Planning Debt Planning Very Good Debt Planning Good Debt Planning OK Debt Planning Needs Improving Debt Planning Concerned Debt Planning N/A Other Other Very Good Other Good Other OK Other Needs Improving Other Concerned Other N/A Other (please specify) Question Title * 4. Please select any recent life events (check all that apply) New child or grandchild Change in marital status Death or disability of a family member or business partner Health concerns New job or promotion sold or acquired an asset or business Added or changed an estate plan Sale or purchase of a home New investments or insurance Retired Other (please specify) Question Title * 5. Select what items you'd like to accomplish during our visit Review investments Establish, revise, or evaluate a financial plan Review insurance needs Establish / revise beneficiaries Establish an estate plan Answer questions about my financial situation Other (please specify) Question Title * 6. Contact Information Name Address Address 2 City/Town State/Province -- select state -- AL AlabamaAK AlaskaAS American SamoaAZ ArizonaAR ArkansasCA CaliforniaCO ColoradoCT ConnecticutDE DelawareDC District of ColumbiaFM Federated States of MicronesiaFL FloridaGA GeorgiaGU GuamHI HawaiiID IdahoIL IllinoisIN IndianaIA IowaKS KansasKY KentuckyLA LouisianaME MaineMH Marshall IslandsMD MarylandMA MassachusettsMI MichiganMN MinnesotaMS MississippiMO MissouriMT MontanaNE NebraskaNV NevadaNH New HampshireNJ New JerseyNM New MexicoNY New YorkNC North CarolinaND North DakotaMP Northern Mariana IslandsOH OhioOK OklahomaOR OregonPW PalauPA PennsylvaniaPR Puerto RicoRI Rhode IslandSC South CarolinaSD South DakotaTN TennesseeTX TexasUT UtahVT VermontVI Virgin IslandsVA VirginiaWA WashingtonWV West VirginiaWI WisconsinWY Wyoming ZIP/Postal Code Email Address Phone Number Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc. Page1 / 1 100% of survey complete. Done