Pre-Meeting Financial SnapshotThis short financial snapshot helps us prepare for the meeting and focus on the areas most important to you.Estimated time: 2–3 minutes. Pre-Meeting Financial Snapshot Updates Step 1Step 2Your EmailAge Range– Select –18-2425-3435-4445-5455-6465 or AbovePrefer Not to AnswerState of Residence– Select –AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces PacificWhat would you like to discuss during the meeting? (Check all that apply) Investment Retirement Tax Strategy Estate Planning Debt Management Large Purchases (Home, Cars…) Health Care / Insurance / Long-Term Care Needs Children’s Education Charitable GivingPreviousNextAre you currently working with a financial advisor?– Select –NoYes, and I want a second opinionYes, but I may consider changingYes, and I am satisfiedWhat is your approximate investable assets?– Select –0–$100k$100k–$250k$250k–$500k$500k–$1M$1M+Where are your assets currently held? (Check all that apply) Employer retirement plan (401k / 403b / TSP) IRA or Roth IRA Taxable brokerage account Bank savings, CDs, or cash Real estate or business ownership Trust accounts OtherWhat is your biggest financial concern or question right now? I understand this form is for informational purposes only and does not create an advisory relationship. * Previous Submit
