Financial Insights Questionnaire

Take our complimentary and confidential Financial Insights Questionnaire, which will help determine the scope of possibilities available to you.

For the questions below, please answer whether you currently place a low (1), medium (2) or high level (3) of importance on the subject. This will help us determine where there may be  opportunities to empower your prosperity and build a lasting and sustainable legacy for you, your family and the generations that follow.

1)  My advisors work in silos – I need someone I trust to coordinate their efforts and look out for our best interests.

 

Low         Medium        High

2)  I’m tired of being treated like a number – I want someone to know my family personally, understand the intricacies of our lives, and be committed long term.

 

Low         Medium        High

3)  My personal and professional finances are complex.  I don’t have the time and/or interest to manage everything. I want to delegate so I can focus on other priorities that demand my attention.

 

Low         Medium        High

4)  I’m frustrated with my advisor’s lack of objectivity and accountability. I’m looking for, and willing to pay a professional financial team to work on my behalf as an extension of my family.

 

Low         Medium        High

5)  I’ve worked hard, am financially successful and want a disciplined, long term approach to deploying  capital in support of my longer term goals.

 

Low         Medium        High

6)  I’m tired of worrying about market volatility. I want a rational, strategic approach to wealth management that I can be confident in regardless of market conditions.

Low         Medium        High

7)  I suspect my current investment advisors are “selling” investments in their best interest – not mine.

 

Low         Medium        High

8)  I’m concerned about leaving a legacy. I want to preserve our wealth and build an empowering money culture within our family and for generations to come.

 

Low         Medium        High

9)  I need a strategic plan for the efficient and effective  transfer of my assets to the next generation (e.g. business and wealth succession).

 

Low         Medium        High

10)  I am concerned I’m paying too much tax. I feel  that I need professional guidance to identify and implement   tax minimization strategies.

 

Low         Medium        High

These following questions will not affect your score, but will give us further information so we can assess how  we might be able to assist you. Put a check mark beside the appropriate response.

 

What are your annual household expenditures?

Less than $100K         Between $100K and $500K        Greater than $500K

Please indicate the financial legacy you expect to leave your heirs

Less than $5M       Between $5M and $25M        Greater than $25M

First Name:

 

Email:

 

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