Financial Planning Client Survey
For several years our clients have been asking our assistance in financial areas outside of just filling their tax return. To address these concerns, in 2018 Kevin Komar completed the necessary steps to complete the Certified Financial Planner™ certifications . The following questions are designed for us to better understand our clients grasp of their overall financial wellness, as well as potentially alert clients to areas that should be addressed.
Email address *
Please enter your name *
Your answer
How are you currently managing your finances? *
My goal retirement date is: *
MM
/
DD
/
YYYY
I have a will, trust, and durable heath care power of attorney. *
My beneficiaries are up to date *
How many months of expenses to you have saved in case of an emergency? *
Are you paying too much for life insurance? *
Are you paying too much for long term insurance? *
Retirement Account Overview *
Currently Contribute
Old Account
Don't understand
I'd like your help
401k, 403b,457
IRA / ROTH IRA
Annuity
Other
Non-Retirement Account Overview *
Currently Contribute
Old Account
Don't understand
I'd like your help
Savings
CD's
Stocks/ETF's
Mutual Funds
Annuity
College Savings (529 plan)
Other
Would you like to receive our news letter or be on our email list? *
If we put on a client event, which would interest you most? *
Interested
Not Interested
Indians Watch Party
Browns Tailgate
Beer/Wine/Bourbon Tasting
Golf Related
Christmas Party
INFORMATIONAL - Social Security
INFORMATIONAL - Medicare/Health Care
INFORMATIONAL - Long Term Care
INFORMATIONAL - Alternative Investments
Next Steps *
Submit
Never submit passwords through Google Forms.
reCAPTCHA
This content is neither created nor endorsed by Google.