Congratulations for setting up your Financial Coaching Session!
To make our session really valuable, please take just 5 minutes and fill out the short questionnaire below. I promise it's easy and it will make the Financial Coaching Session even more productive and valuable to you. Your responses are confidential. Thanks!

You can also download a PDF copy here or download a Word version here and send it back to me.

Name and spouse's name *
Name and spouse's name
From 1 - 10 (1=low and 10=high), how likely is it that you will hire a financial advisor or switch from your current financial advisor? *
From 1 - 10 (1=low and 10=high), how willing are you to pay a fee to have a financial advisor help you? *