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Discovery Survey Questions

What is your full name?(Required.)
What is your date of birth?(Required.)
What is your spouse's name(Required.)
What is your spouse’s date of birth?(Required.)
How many children do you have?(Required.)
What are the ages of your children?(Required.)
What is your current home address? (Including city and state)(Required.)
What is your phone number?(Required.)
How did you first hear about us?(Required.)
Have you ever worked with a financial advisor before?(Required.)
Do you currently have a financial advisor?(Required.)
What is your current annual income range?(Required.)
What is your current net worth range?(Required.)
How confident are you about reaching your retirement goals?(Required.)
How confident are you in funding your children’s college education goals?(Required.)
How confident are you that your investments are being managed tax efficiently?(Required.)
How confident are you in your understanding of how your current advisor is compensated?(Required.)
How confident are you that you have enough life insurance?(Required.)
How confident are you that you have the right type of life insurance?(Required.)
How confident are you that you have enough disability insurance?(Required.)
How confident are you that your estate planning is up to date?(Required.)
How confident are you in your understanding of how to maximize your Social Security benefits?(Required.)
How confident are you in your understanding of how to minimize the taxes you pay during your lifetime?(Required.)