The Ideal Tech Driven Financial Planning Firm
You have read my article where I listed out what you typically look for in a forward looking financial planning firm, which sought to deliver investment and protection solutions to you.

Help me answer the following questions.

Your data will not be passed on to any financial planning firm, but on an aggregate level will be in an upcoming article on Investment Moats

For each of the following rate from 1 to 5 how important or unimportant they are for you in a forward looking tech driven financial planning firm
1. The firm or the financial planner needs to have integrity and ethics build into their planning processes. They should put their clients first *
Unimportant
Important
2. Firm or planner offered regular financial health check on my family and my current situation *
Unimportant
Important
3. I wish to have a view of my current financial situation. It will be good the firm have an archival record of *
Required
4. For #3, I can manually input some of the assets, liabilities to provide a holistic view of my financial situation *
Unimportant
Important
5. Security of the data is important to me. The firm should place a high priority on data security *
Unimportant
Important
6. The firm or planner should provide financial products that can protect my family and my love ones *
Unimportant
Important
7. The firm or planner should offer estate planning, wills, business insurance products and services to provide a holistic server *
Unimportant
Important
8. For #7, I would value and am willing to pay a higher overall fee for that offering *
Unimportant
Important
9. I need the planner and firm to be flexible to plan for my unique financial situation *
Unimportant
Important
10. For #9, I would value and willing to pay for customize planning *
Unimportant
Important
11. Life Planning is a Good to Have. I would be prefer the firm to offer these services *
Required
12. The firm or planner needs to provide many investment products *
Unimportant
Important
13. I do not need a lot of choices. I just want the planner or firm to provide good investment products *
Unimportant
Important
14. The planner or firm needs to provide investment management services. This means they have the investment competency to recommend changes in my portfolio, my allocation, recommendation to buy and sell products *
Unimportant
Important
15. I need the firm to coach my behavior, to ensure that I build my wealth wisely over time *
Unimportant
Important
16. I wish for the firm to Consolidate my Financial Life *
Unimportant
Important
17. Robo-advisor service is important to me *
Unimportant
Important
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