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About
Philosophy
Services
Process
Insights
Contact
PLANNING QUESTIONNAIRE
Understanding you is our first priority.
Below is a brief questionnaire to help us get to know you and understand how we can help. We appreciate your time and look forward to working with you.
Name
*
First Name
Last Name
What does wealth mean to you?
By this definition, do you feel wealthy? Why or why not?
If you could change three things about your current financial circumstances, what would they be?
Values
In order to align our recommendations with your values, we like to understand what is important to you. Please select the 5-7 core values that most resonate with you.
Adventure
Humility
Curiosity
Ambition
Intellect
Affluence
Socially Responsible
Education
Talent
Connection
Intuition
Balance
Simplicity
Courage
Integrity
Community
Health
Discipline
Empathy
Family
Generosity
Environment
Impact
Gratitude
Service
Respect
Friendship
Creativity
Equality
Loyalty
Conviction
Security
Ingenuity
Spirituality
Freedom
Privacy
Accountability
Passion
Humor
Happiness
Faith
Independence
Honesty
Imagination
Thank you!
