When would you like to retire?

1-4 years 5-9 years 10-19 years 20-29 years 30+ years Already Retired

How do you currently manage your money?

I manage my own investments I use retirement plans (such as a 401(k), Roth IRA, IRA) I use a robo-advisor I work with a financial advisor None of the above

Would you like advice on how to manage income and expenses in retirement?

Yes Not necessary

Would you like your advisor to perform a complete assessment of your current retirement readiness?

Yes, must have Nice to have Not important

How comfortable are you with investing?

I consider myself to be an expert I'm familiar with financial concepts like ETFs, Options, Annuities but do not consider myself to be an expert I know the basics of retirement planning I'm a beginner

Are you married?

No Yes

Are you saving jointly or separately?

Separately Jointly

Do you own your home?

No Yes

Have you refinanced your home recently to take advantage of low interest rates?

No Yes

Do you currently have children under 18?

No Yes, 1 Yes, 2 Yes, 3 or more

Would you like help creating a college savings program for your child?

No Yes

Do you own a business?

No Yes

If your investments dropped 10% today, what would you do?

Invest More Do Nothing Sell to Cut Losses

How important is it for your financial advisor to have tax expertise?

Must have Nice to have Not important

How important is it for your financial advisor to have estate planning expertise?

Must have Nice to have Not important

How important is it for your financial advisor to have insurance product expertise?

Must have Nice to have Not important

Is socially responsible investing important to you?

Must have Nice to have Not important

Do you currently have a financial advisor?

No Yes

What is your zipcode?

Zipcode

Does your financial advisor need to be within driving distance of you?

Yes No, I am comfortable working by phone or video-conference

Please estimate your total investable assets.

Less than $25,000 $25,000 - $99,999 $100,000 - $249,999 $250,000 - $499,999 $500,000 - $999,999 Over $1,000,000

How much are you currently saving on a monthly basis?

Less than $100 $100 - $249 $250 - $499 $500 - $999 $1,000 - $1,999 Over $2,000

What email should advisors use to speak with you?

Email

What is your full name?

First and Last Name

What is your phone number?

Phone