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tell us a little about yourself. Let’s see how we can help by filling out the form below.
1) Have you ever worked with a financial advisor before?
2) Do you have a specific financial target or goal in mind?
3) Do you feel that you are on track to reach that target in a timely manner?
4) Do you generally handle your own financial matters or are would you prefer to have assistance?
5) Is there something that you want to change now or do you just want to verify that you are on track?
6) Have you had a positive or not so positive experience with financial advice in the past?
7) Besides your financial goals, what would you say is your higher calling or greater purpose in life?
8) How do you see yourself one year from now? In five years? Once retired?
9) What is your most current pressing financial concern?
10) Do you tend to be optimistic about life [especially financial matters] or be more pessimistic?
11) Do you have a household budget and are you able to adhere to it?
12) What are you looking for in a financial advisor?