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Screening Questions test page
Hadley Glenn
2023-06-29T12:07:59-04:00
Screening Questions
Name
First
Last
Email
Phone
How did you hear about our firm?
Client Referral
Professional Referreal
Internet Search
YouTube
Podcast
Facebook
LinkedIn
Instagram
NAPFA/Fee-Only Network
Aviation Community
Yelp
Other
Have you worked with a Fee-Only Investment Advisor or Financial Planning firm before?
yes
no
When are you looking to begin working with us?
I am ready to get started now
Within the next month
2-3 months from now
6 months to a year
I am not sure
My total investable assets are approximately:
Less than $500K
$500K - $1m
$1m - $5m
$5m - $10m
Over $10m
How can we best guide you? (Check all that apply)
I need advice about preparing for retirement
I am looking for a financial advisor to manage my investments
I want to manage my investments myself and only need advice (hourly planning)
I need help planning for college education expenses
I need help with advanced tax strategies
I need estate planning guidance
Other (please explain in the box below)
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