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To help us find your ideal advisor, please answer the following quesitons
1. Please enter your zip code
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2. When would you like to retire?
1-4 years
5-9 years
10-19 years
20-29 years
30+ years
Already retired
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3. How do you currently manage your money?
I mange my own investments
I use retirement plans (such as a 401(k), Roth IRA, IRA)
I use a robo-advisor
I work with a financial advisor
None of the above
Already retired
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4. Would you like advice on managing your finances?
Yes
Not Necessary
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5. Would you like an assessment of your retirement readiness?
Yes
Nice to have
Not important
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6. How comfortable are you with investing?
Very comfortable
Somewhat comfortable
Not comfortable at all
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7. Why are you looking to retain an advisor?
Retiring soon
Investment advice
Other
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8. Are you married?
Yes
No
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9. Do you own your home?
Yes
No
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10. Do you currently have children under 18?
No
Yes, 1
Yes, 2
Yes, 3 or more
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11. Do you own a business?
Yes
No
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12. If the value of your investments crashed today, what would you do?
Invest More
Do nothing
Sell to cut losses
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13. How important is it for your financial advisor to have tax expertise?
Must have
Nice to have
Not important
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14. How important is it for your financial advisor to have estate planning expertise?
Must have
Nice to have
Not important
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15. Do you currently have a financial advisor?
Yes
No
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16. Do you need your financial advisor to be in your immediate area?
Yes
No, I am comfortable working by phone or video-conference
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17. Please estimate your current household income.
Less than $40,000
$40,000-$74,999
$75,000-$99,999
$100,000-$149,999
$150,000-$249,999
Over $250,000
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18. Please estimate your readily investable assets.
Less than $25,000
$25,000-$99,999
$100,000-$249,999
$250,000-$999,999
$1,000,000-$4,999,999
Over $5,000,000
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19. Please estimate your current monthly savings.
Less than $100
$100-$249
$250-$499
$500-$999
$1,000-$1,999
Over $2,000
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20. Is there anything else you would like your matches to know?
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21. Who should we reach out to?
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22. What is your email address?
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23. What is your phone number?
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