MELLEN MONEY MANAGEMENT, LLC
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FINANCIAL GOALS QUESTIONNAIRE
Financial Goals (Please Select All Applicable Options and Omit All Non-Applicable Options):
If you selected "Other" above, please elaborate.
Your answer
Saving for Emergencies - Need, Want, or Not Applicable? *
Saving for Retirement - Need, Want, or Not Applicable? *
Saving for College - Need, Want, or Not Applicable? *
Saving for Private Schooling - Need, Want, or Not Applicable? *
Purchasing a Home - Need, Want, or Not Applicable? *
Purchasing a Rental Home - Need, Want, or Not Applicable? *
Purchasing a Vacation Home - Need, Want, or Not Applicable? *
Saving for Home Renovations - Need, Want, or Not Applicable? *
Starting a Business - Need, Want, or Not Applicable? *
Purchasing a Business - Need, Want, or Not Applicable? *
Selling a Business - Need, Want, or Not Applicable? *
Purchasing or Leasing a Car - Need, Want, or Not Applicable? *
Purchasing a Boat, RV, or Motorcycle - Need, Want, or Not Applicable? *
Saving for Travel Expenses - Need, Want, or Not Applicable? *
Other - Need, Want, or Not Applicable? *
Saving for Emergencies - Estimated Lump Sum or Monthly Payment? *
Saving for Retirement - Estimated Lump Sum or Monthly Payment? *
Saving for College - Estimated Lump Sum or Monthly Payment? *
Saving for Private Schooling - Estimated Lump Sum or Monthly Payment? *
Purchasing a Home - Estimated Lump Sum or Monthly Payment? *
Purchasing a Rental Property - Estimated Lump Sum or Monthly Payment? *
Purchasing a Vacation Home - Estimated Lump Sum or Monthly Payment? *
Saving for Home Renovations - Estimated Lump Sum or Monthly Payment? *
Starting a Business - Estimated Lump Sum or Monthly Payment? *
Purchasing a Business - Estimated Lump Sum or Monthly Payment? *
Selling a Business - Estimated Lump Sum or Monthly Payment? *
Purchasing or Leasing a Car - Estimated Lump Sum or Monthly Payment? *
Purchasing a Boat, RV, or Motorcycle - Estimated Lump Sum or Monthly Payment? *
Saving for Travel Expenses - Estimated Lump Sum or Monthly Payment? *
Other - Estimated Lump Sum or Monthly Payment? *
Saving for Emergencies - Number of Years Before Reaching Goal? *
Saving for Retirement - Number of Years Before Reaching Goal? *
Saving for College - Number of Years Before Reaching Goal? *
Saving for Private Schooling - Number of Years Before Reaching Goal? *
Purchasing a Home - Number of Years Before Reaching Goal? *
Purchasing a Rental Property - Number of Years Before Reaching Goal? *
Purchasing a Vacation Home - Number of Years Before Reaching Goal? *
Saving for Home Renovations - Number of Years Before Reaching Goal? *
Starting a Business - Number of Years Before Reaching Goal? *
Purchasing a Business - Number of Years Before Reaching Goal? *
Selling a Business - Number of Years Before Reaching Goal? *
Purchasing or Leasing a Car - Number of Years Before Reaching Goal? *
Purchasing a Boat, RV, or Motorcycle - Number of Years Before Reaching Goal? *
Saving for Travel Expenses - Number of Years Before Reaching Goal? *
Other - Number of Years Before Reaching Goal? *
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