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.
Name *
Your answer
Email
Your answer
Budgeting (living within your means)
Not Important
Very Important
Amount of emergency cash reserves
Not Important
Very Important
Amount of outstanding debt
Not Important
Very Important
Ability to provide financial help for family
Not Important
Very Important
Ability to maintain lifestyle in the event of death
Not Important
Very Important
Amount of business and liability coverage
Not Important
Very Important
Current amount of long term care protection
Not Important
Very Important
Current retirement savings amount and saving rate
Not Important
Very Important
Ability to retire at my desired age
Not Important
Very Important
Level of charitable giving
Not Important
Very Important
Current Estate Plan
Not Important
Very Important
Saving for my children / grandchildren's education
Not important
Very Important
Purchasing or saving for a home
Not Important
Very Important
Purchasing a business
Not Important
Very Important
Selling a business
Not Important
Very Important
Continuing my retirement income after death
Not Important
Very Important
Tax planning in retirement
Not Important
Very Important
Leaving a legacy for my heirs
Not Important
Very Important
Having a step by step plan to accomplish my goals
Not important
Very Important
Preferred method of communication
Additional questions, comments or topics you'd like to discuss.
Your answer
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