Artifex Financial Group - Personal Financial Progress Survey

Thank you for your interest in Artifex Financial Group and congratulations on taking the first step toward a better financial strategy for yourself and your family.  Please take a little time (it should take no longer than 10 minutes or so) to share the following information with us.  Some, but not all of the questions will require an answer.  This exercise will help you and us to determine the value and necessity of hiring us to assist you with your financial planning.  Once you have finished this questionnaire, please complete our confidential financial data gathering form in preparation for our initial discussion.

If you have any questions, please contact any member of our team at 855.752.6644 or admin@artifexfinancial.com