Whether you are just starting out or nearing retirement, wealthy or not so wealthy everyone can benefit from sound financial advice. After all, financial wellness is one of the fundamental components of our overall sense of wellbeing. This survey is designed to help you quickly identify “signs” in your own life that indicate working with a financial advisor can be beneficial to your financial future.  

* All answers will remain anonymous.

Question Title

* 1. Have you ever worked with a financial advisor?

Question Title

* 2. Do you plan to start a family soon? (in the next 1-3 years)

Question Title

* 3. Is buying your first home (or upgrading to a larger home) in your immediate future? (in the next 1-3 years)

Question Title

* 4. Are you self-employed?

Question Title

* 5. Are you optimistic about your financial future?

Question Title

* 6. Do you have enough money saved for retirement?

Question Title

* 7. Are you currently retired and living on a fixed income?

Question Title

* 8. Are your current investments earning a good return?

Question Title

* 9. Do you understand available investment options?

Question Title

* 10. Are you confident about where, when, and how to invest your money?

Question Title

* 11. Have you recently received a financial windfall? (suffered a large personal loss or large personal gain)

Question Title

* 12. Do you plan to leave a financial legacy?

Question Title

* 13. Are you comfortable that your savings can handle unexpected life events such as sudden job loss, health concerns or the loss of a spouse or significant life partner?

Question Title

* 14. Does your financial future keep you up at night?

( Privacy & Cookie Notice

T