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Financial Assessment
Financial Assessment
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Name
First
Last
Email
(Required)
1. What is your investment experience?
(Required)
a. Brand new: never invested before
b. Novice: I have a 401k at work, but that's about it
c. Intermediate: I have traditional investment accounts, like an IRA/Roth IRA, outside of my work 401k
d. Experienced: I have additional investments in Real Estate, cryptocurrency, etc. in addition to my traditional investments
2. How comfortable are you with the potential for fluctuations in your account?
(Required)
a. Not at all comfortable: I want to keep my money as safe as possible, and understand it may not keep up with the inflation rate
b. Somewhat comfortable: I'd like to get a better return than what my bank offers; at least keeping up with inflation
c. Comfortable: I'm looking for long-term growth in excess of the inflation rate
d: Very Comfortable: Let's swing for the fences and see how much growth we can get
3. Do you have a budget, and do you stick to it?
(Required)
a. No, I know I should, but I don't
b. I have a budget, but find it hard to stick to
c. Yes, I have a budget and stick to it, but watch it closely because we live paycheck to paycheck
d. Yes, I have a budget, stick to it, and have excess income that I don't know what to do with.
4. How do you like to manage your investments?
(Required)
a. Passive: Just like Ronco; set it and forget it!
b. Active: I really enjoy doing the research and picking my own investments
c. I don't manage them: it's like a foreign language to me. I'd rather have someone else do it for me.
5. How would you rate your belief that having a team of professionals is necessary in today's world?
(Required)
a. Not necessary: I'm a DIY person and like to handle all of this myself
b. Somewhat necessary: I think having an attorney is important, but I can do taxes and investments on my own
c. Absolutely necessary: This world has become so specialized that we need experts and professionals to help us every step of the way
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🔍 Free Financial Assessment
About Us
Our Team
Testimonials
Our Services
Financial Planning
Investment Management
Our Process
Market Commentary
Contact Us
(801) 642-2488
Email Us
(801) 642-2488
Schedule Consultation
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