Discovery Survey Questions Question Title * What is your full name? Question Title * What is your date of birth? Question Title * What is your spouse's name Question Title * What is your spouse’s date of birth? Question Title * How many children do you have? Question Title * What are the ages of your children? Question Title * What is your current home address? (Including city and state) Question Title * What is your phone number? Question Title * How did you first hear about us? Referral Google Search LinkedIn Prospected Other (please specify) Question Title * Have you ever worked with a financial advisor before? Yes No Question Title * Do you currently have a financial advisor? Yes No Question Title * What is your current annual income range? Under $50k Between $50k and $100k Between $100k and $200k Between $200k and $400k Between $400k and $800k Over $800k Question Title * What is your current net worth range? Under $100k Between $100k and $500k Between $500k and $2M Between $2M and $5M Between $5M and $10M Over $10M Question Title * How confident are you about reaching your retirement goals? N/A Not confident at all Very low confidence Low confidence Slightly confident Somewhat confident Moderately confident Fairly confident Confident Very confident Extremely confident Question Title * How confident are you in funding your children’s college education goals? N/A Not confident at all Very low confidence Low confidence Slightly confident Somewhat confident Moderately confident Fairly confident Confident Very confident Extremely confident Question Title * How confident are you that your investments are being managed tax efficiently? N/A Not confident at all Very low confidence Low confidence Slightly confident Somewhat confident Moderately confident Fairly confident Confident Very confident Extremely confident Question Title * How confident are you in your understanding of how your current advisor is compensated? N/A Not confident at all Very low confidence Low confidence Slightly confident Somewhat confident Moderately confident Fairly confident Confident Very confident Extremely confident Question Title * How confident are you that you have enough life insurance? N/A Not confident at all Very low confidence Low confidence Slightly confident Somewhat confident Moderately confident Fairly confident Confident Very confident Extremely confident Question Title * How confident are you that you have the right type of life insurance? N/A Not confident at all Very low confidence Low confidence Slightly confident Somewhat confident Moderately confident Fairly confident Confident Very confident Extremely confident Question Title * How confident are you that you have enough disability insurance? N/A Not confident at all Very low confidence Low confidence Slightly confident Somewhat confident Moderately confident Fairly confident Confident Very confident Extremely confident Question Title * How confident are you that your estate planning is up to date? N/A Not confident at all Very low confidence Low confidence Slightly confident Somewhat confident Moderately confident Fairly confident Confident Very confident Extremely confident Question Title * How confident are you in your understanding of how to maximize your Social Security benefits? N/A Not confident at all Very low confidence Low confidence Slightly confident Somewhat confident Moderately confident Fairly confident Confident Very confident Extremely confident Question Title * How confident are you in your understanding of how to minimize the taxes you pay during your lifetime? N/A Not confident at all Very low confidence Low confidence Slightly confident Somewhat confident Moderately confident Fairly confident Confident Very confident Extremely confident Done
