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Financial Survey
Please fill out to the best of your ability. Completely answering each question will enable you to get the most out of our review meeting. The information you provide will be held strictly confidential.
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First and last name
*
Your answer
Email
Your answer
Phone Number
Your answer
Budgeting
Not Important
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Very Important
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Amount of emergency cash reserves
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Very Important
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Amount of outstanding debt
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Very Important
Clear selection
Ability to provide financial help for family
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Very Important
Clear selection
Ability to maintain lifestyle in the event of death
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Very Important
Clear selection
Amount of business and liability coverage
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Clear selection
Current amount of long term care protection
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Very Important
Clear selection
Current retirement savings amount and saving rate
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Clear selection
Ability to retire at my desired age
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Level of charitable giving
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Very Important
Clear selection
Current Estate Plan
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Very Important
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Saving for my children / grandchildren's education
Not important
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Very Important
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Purchasing or saving for a home
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Very Important
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Purchasing a business
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Very Important
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Selling a business
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Very Important
Clear selection
Continuing my retirement income after death
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Very Important
Clear selection
Tax planning in retirement
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Very Important
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Leaving a legacy for my heirs
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Very Important
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Having a step by step plan to accomplish my goals
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Very Important
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Preferred Meeting Type
In Person Meeting
Virtual Meeting
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Preferred method of communication
Phone Call
Email
Other:
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Which Advisor would you like to work with?
Jeffrey Owens
Alice Tang
Jonathan Owens
Jessica Porter
Any Advisor
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Additional questions, comments or topics you'd like to discuss.
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