What would you most like your money to accomplish right now? *Primary Financial Goal

If your household lost its primary source of income tomorrow, how long could your current savings comfortably cover essential expenses? *Emergency Reserve

If something happened to you, how confident are you that the people who depend on you would be financially protected? *

Very confident — I have a strategy in place

Somewhat confident — I have some coverage, but I'm not sure it's enough

Not very confident — I know I have gaps

I don't currently have protection in place

No one currently depends on my income

I'm not sure

Income & Family Protection

How confident are you that your current retirement strategy can support the lifestyle you want without relying entirely on one source of income? *

Very confident — I have multiple retirement resources

Fairly confident — I'm actively building toward it

Somewhat concerned — I may not be saving or diversifying enough

Very concerned — I don't have a clear retirement strategy

I haven't really started planning yet

I'm not sure

Retirement Readiness

How do you feel about the role taxes may play in your long-term wealth and retirement strategy? *

I have a clear tax strategy for both today and retirement

I use some tax-advantaged strategies, but I could probably do more

Most of my retirement money is in accounts that may be taxable when withdrawn

I'm concerned I may be paying more in taxes than necessary

I haven't really considered taxes as part of my wealth strategy

I'm not sure

Tax Strategy

Do you currently own a business or have an ownership interest in one?

Yes — I own a business

Yes — I'm a partner or co-owner

I'm actively preparing to start or acquire one

Business Ownership

How prepared is your business to protect its value and continue if something happened to you or another key person? *

Very prepared — we have protection and succession strategies in place

Somewhat prepared — we have addressed some areas, but there are gaps

Not very prepared — much of the business depends on me or a few key people

We haven't addressed business protection or succession yet

I'm not sure what we need

Business Wealth Readiness

How prepared do you feel to transfer wealth to the people or causes you care about? *

Very prepared — I have a current estate and legacy strategy

Somewhat prepared — I have some documents or strategies in place

I know I need to update or improve my plan

I haven't started legacy or estate planning

I'm not sure what I need

Legacy Planning

First Name *

Last Name *

State *

Phone *

Email *

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