How confident are you in your long-term financial plan?
How do you currently manage your money?
When would you like to retire?
Where do you expect the majority of your retirement income to come from?
How comfortable are you with investing?
Do you currently have a financial advisor?
Please estimate your total investable assets (excluding your primary residence).
Please estimate your household income.
Please estimate your current monthly savings.
What are your biggest concerns? (Select all that apply.)
Have you stress-tested your investments?
How confident are you in your tax planning? Are you utilizing all the tax reduction strategies available to you?