Lifestyle Questionnaire

Name(Required)

First Last

Section 1: Financial Goals & Priorities

What are your top financial goals? (Select up to 3)(Required)

Achieving financial independence/retirement

Generating stable income

Growing wealth

Reducing taxes

Protecting assets

Funding a significant purchase (e.g., home, education)

Creating a legacy for heirs

Other

Please explain your answer.(Required)

What are your specific financial concerns or pain points? (Select all that apply)(Required)

Outliving my savings

Market volatility

High taxes

Lack of a clear retirement plan

Estate planning for heirs

Protecting assets from unforeseen risks

Other

Please explain your answer.(Required)

What is your current highest financial priority?(Required)

Do you feel your income meets your current lifestyle needs?(Required)

Yes

No

Section 3: Tax & Estate Planning

Have you implemented any tax strategies, such as Roth conversions or tax-free income planning?(Required)

Yes

No

Do you have an estate plan, will, or trust in place?(Required)

Yes

No

In-progress

Is leaving a financial legacy for your heirs or charities important to you?(Required)

Yes

No

Section 4: Risk Management & Insurance

Do you currently have life insurance coverage?(Required)

Yes

No

Are you concerned about protecting your assets from unforeseen risks or liabilities?(Required)

Yes

No

Section 5: Preferences & Expectations

What qualities are most important to you in a financial advisor? (Select all that apply)(Required)

Expertise in financial planning and investments

Transparency and honesty

Proactive communication

Personalized advice

Responsiveness

Other

Please explain your answer.(Required)

What do you hope to achieve during our Lifestyle Meeting?(Required)

Section 6: Document Upload

To help us create the most comprehensive financial strategy for you, please select all the document categories you’ll be uploading today. Providing all relevant documents ensures we have a complete picture of your financial landscape. Your information is kept secure and confidential. If you have any questions, please reach out to our team for assistance.

Which of the following documents will you be uploading today?(Required)

Non-Qualified Account Statements (e.g., bank accounts, money market, brokerage, annuities, real estate)

Retirement (Qualified) Account Statements (e.g., IRA, Roth, 401(k), annuities)

Income Source Documents (e.g., pay stubs, Social Security, rental income, dividends)

Budget/Spending Plan Documents (e.g., personal budgets, discretionary spending reports)

Life Insurance & Long-Term Care Policies

Tax Returns & Estate Planning Documents (e.g., tax returns, wills, trusts, LLC docs)

I will bring physical copies instead (While we encourage uploading documents online, we understand this may not be possible for everyone)

Select all that apply. Based on your selection, the appropriate upload fields will appear below.

Non-Qualified Account Statements: (e.g., bank accounts, money market, brokerage, annuities, real estate)(Required)

Drop files here or