PRE-MEETING QUESTIONS
Prior to setting a complimentary introductory conversation, we ask that you complete the questions below. They help you identify goals and help us put together an accurate proposal for you. Plan on about 10 - 15 minutes to zip through them. Once we receive these we will reach out with scheduling options.

Note: This is a secure form. Info is not publicly available. We do not ask for personal information such as date of birth, account details, etc.

First and Last Name
Your answer
Your Age
Your answer
Street Address
Your answer
City
Your answer
State
Your answer
Zip
Your answer
Are you married?
If yes, spouse's name:
Your answer
Spouse's age:
Your answer
Do you have children?
If yes above, do you (or your spouse) have any children from previous marriages?
How did you hear about us, and/or find us?
Your answer
Basics
Do you know what you spend on a monthly basis?
Do you have personal debt other than a mortgage?
What are your primary financial planning goals/objective (check all that apply):
Other Goals - Please share any additional information related to your goals or areas where you are hoping we can assist.
Your answer
Company Benefits
Do you or a spouse have any of the following types of benefit plans (check all that apply):
Real Estate/Mortgages
Do you own a home?
Do you have a mortgage?
Do you own any rental properties?
Investments
When you add up values for all savings, investments, and retirement accounts you have approximately:
Which types of investments do you own (check all that apply)?
What is your primary investment objective?
Are you currently working with an investment advisor?
Are you looking for a firm to manage your investments?
Insurance
Do you own any cash-value life insurance?
Do you have long term care insurance?
Do you have disability insurance?
Do you need help determining what types of insurance you should own?
Retirement Readiness
Please check off which types of retirement accounts you (and/or your spouse) have (check all that apply):
Have you started Social Security benefits?
Have you ever worked for the federal or state government, or worked overseas?
Do you need to decide how or when to take a pension (lump sum vs annuity for example)?
Estate Planning
Do you have a will?
Do you have a trust?
Is leaving assets to an heir or charity an important goal?
Life Transition
Have you recently experienced a (check all that apply):
Tax Planning
Are you self-employed?
Do you prepare your own income tax return?
Please share the best DAYS/TIMES during business hours for meetings, any restrictions on meeting times, and anything else you think we need to know at this point:
Your answer
Your Email - Best Email to use for scheduling. We do NOT send solicitations or add this to any lists.
Your answer
Spouse Email - Best email to use for your spouse. We do NOT send solicitations or add this to any lists.
Your answer
Phone Number - what is the best number to use to touch base regarding scheduling options?
Your answer
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