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Let us know how you are feeling about your finances, this will give us a good place to start our conversation and a better understanding of how we can help.
Please feel free to skip any questions that don’t apply to you.
My budget and paying regular expenses:
Green - Very Happy
Light Green - Somewhat Happy
Yellow - Neutral
Orange - Somewhat Sad
Red - Very Sad
My debts:
Green - Very Happy
Light Green - Somewhat Happy
Yellow - Neutral
Orange - Somewhat Sad
Red - Very Sad
My Investments:
Green - Very Happy
Light Green - Somewhat Happy
Yellow - Neutral
Orange - Somewhat Sad
Red - Very Sad
If an unexpected expense came up:
Green - Very Happy
Light Green - Somewhat Happy
Yellow - Neutral
Orange - Somewhat Sad
Red - Very Sad
The amount I have put away for retirement:
Green - Very Happy
Light Green - Somewhat Happy
Yellow - Neutral
Orange - Somewhat Sad
Red - Very Sad
My monthly savings plan:
Green - Very Happy
Light Green - Somewhat Happy
Yellow - Neutral
Orange - Somewhat Sad
Red - Very Sad
Retirement outlook:
Green - Very Happy
Light Green - Somewhat Happy
Yellow - Neutral
Orange - Somewhat Sad
Red - Very Sad
My estate plan:
Green - Very Happy
Light Green - Somewhat Happy
Yellow - Neutral
Orange - Somewhat Sad
Red - Very Sad
My relationship with my financial advisor:
Green - Very Happy
Light Green - Somewhat Happy
Yellow - Neutral
Orange - Somewhat Sad
Red - Very Sad
My relationship with my CPA:
Green - Very Happy
Light Green - Somewhat Happy
Yellow - Neutral
Orange - Somewhat Sad
Red - Very Sad
My relationship with my Estate Attorney:
Green - Very Happy
Light Green - Somewhat Happy
Yellow - Neutral
Orange - Somewhat Sad
Red - Very Sad
My relationship with my Insurance Agent:
Green - Very Happy
Light Green - Somewhat Happy
Yellow - Neutral
Orange - Somewhat Sad
Red - Very Sad
How money affects my relationships:
Green - Very Happy
Light Green - Somewhat Happy
Yellow - Neutral
Orange - Somewhat Sad
Red - Very Sad
How money issues affect me:
Green - Very Happy
Light Green - Somewhat Happy
Yellow - Neutral
Orange - Somewhat Sad
Red - Very Sad
My ability to talk about my finances:
Green - Very Happy
Light Green - Somewhat Happy
Yellow - Neutral
Orange - Somewhat Sad
Red - Very Sad
My confidence in understanding my finances:
Green - Very Happy
Light Green - Somewhat Happy
Yellow - Neutral
Orange - Somewhat Sad
Red - Very Sad
What’s New With You?
We get it! Life is always changing… new relationships, new passions and new paths. If you’re dealing with this now or thinking about it in the near future, please check off the box next to it.
Are you currently retired?
Yes
No
Job Related:
Please check only those that apply, otherwise leave it blank
Change in career path or new job
Now
In the next few years
Promotion
Now
In the next few years
Job loss/restructure
Now
In the next few years
Education / retraining
Now
In the next few years
Downshift / simplify work life
Now
In the next few years
Sabbatical / leave of absence
Now
In the next few years
Retirement or impending retirement
Now
In the next few years
What’s New With You?
Do you own a business or are you thinking about starting one?
Yes
No
Business Owner Related:
Please check only those that apply, otherwise leave it blank
Start or purchase a new business
Now
In the next few years
Sell or close your business
Now
In the next few years
Transfer family business
Now
In the next few years
Gain or lose a business partner
Now
In the next few years
Business related investment or loss
Now
In the next few years
Business continuity planning
Now
In the next few years
Home Related:
Please check only those that apply, otherwise leave it blank
Purchase a home
Now
In the next few years
Sell a home
Now
In the next few years
Relocate
Now
In the next few years
Purchase a vacation home / timeshare
Now
In the next few years
Major home renovations
Now
In the next few years
Refinancing a mortgage
Now
In the next few years
Finances & Investing:
Please check only those that apply, otherwise leave it blank
Re-evaluate investment philosophy
Now
In the next few years
Experience investment gain or loss
Now
In the next few years
Change in personal or household income
Now
In the next few years
Change in Retirement or Insurance Benefits
Now
In the next few years
Debt concerns/Consolidating financial debts
Now
In the next few years
Finances & Investing:
Please check only those that apply, otherwise leave it blank
Consider investment opportunity
Now
In the next few years
Receive inheritance or financial windfall
Now
In the next few years
Sell assets
Now
In the next few years
Extended vacation or travel
Now
In the next few years
Major financial purchase other than a home
Now
In the next few years
Finances & Investing:
Please check only those that apply, otherwise leave it blank
College or education planning
Now
In the next few years
Estate planning
Now
In the next few years
Beneficiary designation or review
Now
In the next few years
Charitable giving
Now
In the next few years
Helping or gifting to a family member
Now
In the next few years
Tax planning
Now
In the next few years
Personal:
Please check only those that apply, otherwise leave it blank
Change in marital status
Now
In the next few years
Family special event (Wedding, Bat/Bar Mitzvah, Anniversary party, trip)
Now
In the next few years
Concerns about personal health or health of family member
Now
In the next few years
Provide for long-term care (parent, spouse/partner, or self)
Now
In the next few years
Death of a close relative
Now
In the next few years
What's New With You?
Do you have or are you planning for children/grandchildren?
Yes
No
Children/Grandchildren:
Please check only those that apply, otherwise leave it blank
Expecting or adopting a child/grandchild
Now
In the next few years
Hire child care
Now
In the next few years
Child with special needs (Disabilities, medical/dental problems)
Now
In the next few years
Child/grandchild leaving home or empty nest
Now
In the next few years
What's New With You?
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