Self-Assessment Tools
Prospective Client Survey
In over 20 years in the financial planning industry serving a wide range of clients, I find that I am able to most effectively guide clients who are experienced with a certain level of technology and automation regarding their financial affairs.
This survey is a starting point for us to be in conversation as to whether I am the best fit for you and your needs. Please answer as honestly and thoroughly as you can, so we can determine if partnering together on your financial affairs would be a powerful choice.
Client Risk Tolerance & Investment Profile
Please answer the following investor profile and risk tolerance questions. This will help us make the most suitable investment recommendations.