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Consultation Questionnaire
Please spend 10-15 minutes on this confidential questionnaire so we can make the most of our 45 minutes together.
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Name
*
Your answer
Email
*
Your answer
State of Residence
*
Your answer
Age Range
*
Choose
20-29
30-39
40-49
50-59
60+
Marital Status
*
Married
In long-term relationship
Single
Divorced
Children
*
Dependent Children
Adult Children
No Children
What is motivating you to seek out a financial planner?
*
Your answer
Describe your current financial situation. Include a quick overview of income, debt, and savings.
*
Your answer
Currently, what are your top 2 financial concerns?
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Creating a budgeting and saving plan
Understanding and planning for my investments
Making the most of my employer benefits, including a workplace retirement plan
Analyzing debt and creating a repayment strategy
Determining if my insurance coverage is adequate for my needs
Determining if I'm on the right path towards retirement
Analyzing my current estate plan and documents
Planning for home ownership
Other:
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Anything else you want to share?
Your answer
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