Financial Discovery Questionnaire  

What has been your investment experience so far? 

What are you considering doing now? 

Do you think you are achieving your goals? 

What do you value most? 

How will your life style look in the future? 

What are your most pressing financial concerns? 

Do you feel are you an optimist or a pessimist? 

Do you have a household spending plan? 

Why did you choose to contact me? 

What do you want in the short term? 

How much money will you need now and in the future? 

How much money can you put aside now? 

How much have you currently saved? 

What areas will be improved by a using a wealth strategy? 

How do you feel about risk? 

What level of risk are you comfortable with? 

What people or assets do you need to protect? 

What protection by way of personal, property, and liability insurance do you have in place? 

What life changes do you anticipate? 

How much income do you consider to be enough? 

Do you have insurance to cover job loss or disability?   

Where will the income come from when you retire? 

What are your plans for the future? 

Do you foresee having to help your children, parents, or both? 

Are you planning charitable donations? 

Do you want to create a living legacy? 

Do you need to protect your estate?