Willow Matching Questionnaire (Financial Advisors)
Email address *
Relationship Status? *
What Willow Journey are you on? *
What is your current employment status? *
What are your financial/investment goals?
Clear selection
Do any of these financial/coaching goals also apply? *
How often would you like to be in touch with your Financial Advisor? *
What is your preferred communication method? *
(check all that apply)
Which profile for an advisor resonates most with you?
Clear selection
Do you have a preferred gender for your advisor? *
If a year from now, you felt better about your financial picture, what would have changed? *
(check all that apply)
Are you looking for a financial plan? *
How much money will you be looking for a Financial Advisor to manage? *
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