SurveyMonkey Powered Online Survey

Thank you for completing my coaching intake application. This will greatly enhance the time we spend together during your FREE one-on-one discovery conversation with me.

Please answer all questions on this confidential questionnaire as completely as possible. Once you submit your application we will schedule a convenient time for your complimentary discovery conversation with me.

1.Contact Information:(Required.)

Name:

Email:

Phone:

2.Where are you most concerened about your current plan? (Check all that apply)

Amount I have saved

Lack of visionary advisors that think about the next 5-10 years when giving me advice

Lack of clarity around my overall strategy

Lack of overall confidence in my plan

Lack of confidence that I can generate the cash flow I need in retirement

Worried about the market and how to protect what I currently have

Worried about my parents plan and how I might have to help support them

Not sure how I will fund my kids college expenses

Worried about my current budget and getting it under control

3.On a scale of 1 to 5, what is your confidence in your current financial plan?

4.How long have you been investing?

6.How much time would you estimate you spend on evaluating and working on your financial plan over the course of a year?

Less than 5 hours

5 - 10 hours

10 - 20 hours

More than 20 hours

7.How long before you would like to retire?

Less than 5 years

5 -10 years

Over 10 years

Never - do not plan to retire

Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC.
Investment advisory services offered through Concorde Asset Management, LLC (CAM), a registered investment advisor.
Insurance offered through Concorde Insurance Agency, Inc. (CIA).
Wealth Progression Group is independent of CIS, CAM and CIA.