Pre-Meeting QuestionnaireThis short questionnaire helps us prepare for your upcoming meeting and focus on the areas most important to you.Estimated time: 2–3 minutes. Only your name and email are required; all other questions are optional. Pre-Meeting Questionnaire Updates Basic InformationFinancial SnapshotInvestment Risk ProfileFirst NameLast NameYour 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 PacificPreviousNextWhat are you hoping to get from the meeting? (Check all that apply) Investment Retirement Tax Strategy Estate Planning Debt Management Large Purchases (Home, Cars…) Health Care Needs Insurance Needs Children’s Education Charitable GivingWhat 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/cash Real estates Business ownership Trust accounts OtherWhat is your biggest financial concern or question right now?PreviousNext1. Which best describes your main goal for your investment accounts?– Select –Growth — Grow this account over time.Preservation — Protect what I have built.Income/Withdrawals — Use this account for living expenses.2. How long do you expect your money to stay invested?– Select –0–3 years — I may need it soon.3–5 years — I may need it in a few years.6–10 years — Medium-term timeline.11–15 years — Longer-term timeline.More than 15 years — Long-term money.3. If you invested $100,000, which outcome would you be most comfortable accepting?– Select –Highest risk — Gain +$60,000 / Loss -$45,000High risk — Gain +$50,000 / Loss -$35,000Moderate risk — Gain +$35,000 / Loss -$25,000Lower risk — Gain +$25,000 / Loss -$15,000Lowest risk — Gain +$15,000 / Loss -$5,0004. On a scale from 0 to 10, how comfortable are you with investment risk?0 = Safety-focused5 = Moderate risk10 = Higher risk for higher growth potential05. If your invested money dropped during a market downturn, how long could you wait for recovery?– Select –Less than 18 months — Need quick recovery18 months to 2 years — Short wait only2–3 years — Can wait a few years3–5 years — Comfortable waiting longerMore than 5 years — Long-term patience6. How stable do you feel your current and future income is?– Select –Very stable — Very reliableMostly stable — Minor uncertaintyStable — Some changes possibleSomewhat unstable — May fluctuateNot stable — Uncertain or irregular7. Could you cover a major unexpected expense without using your invested money?– Select –Very easily — Strong cash reservesMostly easily — Enough for most emergenciesSomewhat easily — Limited emergency savingsNot very easily — May need investments or debtNot able — Not enough resources *I understand this form is for informational purposes only and does not create an advisory relationship. Previous Submit
