Tell us a little more about yourself…

Name *

First Name

Last Name

Do you have a partner / spouse? *

Yes

No

Do you have children?

Yes

No

Do you have pets?

Yes

No

How often do you think about your finances? *

Everyday!

3-5 times per week

Monthly

Annually

I can't remember the last time I thought about them

What type of savings / investment accounts do you have? *

Traditional IRA

Roth IRA

401K / 403b

Health Savings Account

Taxable investment accounts

529 / Coverdell Accounts

I haven't found the time to set anything up yet

Other

How do you file your taxes?

I have a great CPA

I use online tax planning software

I am a fan of H&R Block

Other

Do you own your home? *

Yes

No

What is your approach to spending? *

I budget down to the day

I budget month by month

I have a general idea at the end of the year of how much I earned and spent

Spending plans have always seemed a little overwhelming to me

What type of insurance do you have? *

Car insurance

Homeowners / renters insurance

Life insurance

Umbrella insurance policy

Medical insurance

Dental insurance

Disability Insurance

Other

Do you have any estate planning documents? *

I have a will

I have a power of attorney

I have a trust document

I haven't really thought about any of this!

When was the last time you dreamt about your future? *

Within a week

Within a month

Within a year

It has been so long I don't remember...