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People on a hike

Prior to booking an initial phone call, we ask that you complete the questions below. They help you identify goals and help us to have a snapshot of your priorities.

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  • Plan on about 5 - 10 minutes to move through this secure form.

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  • Once you have completed the questions and clicked the submit button below, you will receive a notification of successful entry. 

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  •  After we have received your form, our office will reach out to you within 2 business days to schedule a discovery call with one of our planners. 

PRE-MEETING QUESTIONS

Note: 
This is a secure form.  Info is not publicly available. We do not send solicitations.
We do not ask for secure personal information such as date of birth, acct. details, etc.    Marked areas are necessary for form completion. 

 
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Are you married?
Do you have children?
If yes above, do you (or your spouse) have children from previous marriages?

Financial Basics

Do you know what you spend on a monthly basis?
Do you have personal debt, other than a mortgage? [Not including a credit card you pay off each month]
What are your primary financial planning goals/objectives (check all that apply) Required

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

Which types of investments do you own (check all that apply)? Required
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 term or cash-value life insurance policies (not including what you may have through work)?
Do you have long term care 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): Required
Have you started Social Security benefits?
Have you ever worked for the federal or state government?
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) Required

Tax Planning

Are you self-employed?
Do you prepare your own income tax return?

Your form was submitted successfully.

We will reach out soon to

schedule a call with you.

Once you have completed the questions and clicked submit, you will receive a

message verifying that the form was submitted successfully.

Please allow us 1-2 business days to reach out to you to schedule a preliminary call.

Have a blessed day and week.  We look forward to connecting with you soon.

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