Screening Questions test page

Screening Questions

Name

First Last

Phone

How did you hear about our firm?

Have you worked with a Fee-Only Investment Advisor or Financial Planning firm before?

yes

When are you looking to begin working with us?

My total investable assets are approximately:

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)