Step 1 of 8 12% We just need a few details before we begin.Name(Required) First Last Email(Required) Name(Required) First Last Email(Required) Think about the plan that you have in place today. To what extent would you agree that the plan reflects and addresses the things that are most important to you and your family.(Required) Strongly Agree Somewhat Agree Neutral Somewhat Disagree Strongly Disagree I don't know/Not applicable Now consider your financial goals for the future. To what extent do you agree or disagree with the following?I am confident that I will reach my financial goals.(Required) Strongly Agree Somewhat Agree Neutral Somewhat Disagree Strongly Disagree I don't know/Not applicable I feel in control when it comes to reaching my financial goals.(Required) Strongly Agree Somewhat Agree Neutral Somewhat Disagree Strongly Disagree I don't know/Not applicable I feel financially secure.(Required) Strongly Agree Somewhat Agree Neutral Somewhat Disagree Strongly Disagree I don't know/Not applicable I have a clear plan in place to reach my financial goals.(Required) Strongly Agree Somewhat Agree Neutral Somewhat Disagree Strongly Disagree I don't know/Not applicable How would you rate your level of concern with each of the following right now?The impact of current market volatility on my ability to reach my long-term goals(Required) Not At All Concerned Not Very Concerned Neutral Somewhat Concerned Very Concerned I don't know/Not applicable Feeling unfulfilled in retirement(Required) Not At All Concerned Not Very Concerned Neutral Somewhat Concerned Very Concerned I don't know/Not applicable Caring for elderly parents or family members(Required) Not At All Concerned Not Very Concerned Neutral Somewhat Concerned Very Concerned I don't know/Not applicable Ensuring my children make good financial decisions(Required) Not At All Concerned Not Very Concerned Neutral Somewhat Concerned Very Concerned I don't know/Not applicable Managing personal or financial stress(Required) Not At All Concerned Not Very Concerned Neutral Somewhat Concerned Very Concerned I don't know/Not applicable Which of the following would you be interested in learning more about? Please select all that apply.(Required) Aligning your investments with your purpose and values (e.g., impact investing) Stock option diversification, execution Managing wealth across generations Tax planning and savings strategies Social Security planning None of the above What are you most concerned about when it comes to your financial situation as it stands right now(Required) Is there anything specific you would like to discuss at your upcoming meeting?(Required) Δ
