WELCOME TO

TO THE FINANCIAL CAFFEINE SURVEY

Please complete this survey to get started on your financial journey!

YOU AND THE IRS

If it were up to you, if it was your choice and legal, what percentage of your financial pie would you carve out for the IRS to enjoy? *

I wouldn’t give them sh*t

I’m happy to give them some

I’m happy to carve out whatever they tell me is for them

My expertise lies in putting you in control of the knife to decide just how much the IRS takes. Is your current financial structure aligned with this approach? *

Yes

Maybe, I’m not sure

YOUR FINANCIAL VEHICLES

Are you currently utilizing any of the financial vehicles? (Select all that apply) *

401(k) / 403(b)

IRA / SEP IRA / Roth IRA

Stocks / Brokerage Accounts

Real Estate

Bank Accounts

CDs

Business Ownership

Other

Whole Life Insurance

IUL

Term Life Insurance

Annuity

LET'S GET TO KNOW YOU

What is your current household income level? *

50k-99k

100k-249k

250k-499k

500k+

How old are you? *

25-39

40-49

50-59

60-69

70+

LET'S GET TO KNOW YOU

Are you currently: *

Married

Unmarried (single)

Unmarried (significant other)

Divorced

Do you have any children, if so how many?

LET'S GET TO KNOW YOU

Are you saving for your children's education and other expenses?

Yes

If so, what financial vehicles are you using?

529

Life Insurance

Investment / Bank Savings Account

YOUR INFO

First Name *

Last Name *

State

Email *

Phone *

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.