Financial Season Questionnaire
Please fill out this helpful assessment tool. All information is kept private and is only used to help me understand your current financial situation and goals.
What matters to me right now is to *
How old are you? *
What is your name? *
What is your email address? *
Married? *
How many children do you have at home? *
When it comes to money, most of the time I feel... *
Which of these best describes how you handle money most of the time? *
What’s your yearly household income? *
How much consumer debt do you have? This means any debt except a mortgage: car loans, student loans, credit cards, medical debt, etc. A ballpark number is fine. *
Could you pay for a $1,000 emergency in cash? *
How much are you currently investing in retirement? This would be the percentage of your household income that you are currently investing. An estimate is fine. *
What is your housing situation? *
Are there any additional details that you would like to share with me?
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