1234567 We’re here to help guide you through life's journey, toward financial peace of mind. Answer a few brief questions and we’ll help you get started. How are you feeling about your financial situation?* Awesome. I’ve got this. Pretty confident. 50/50 A little stressed out Terrified! I’m not sure. Don't worry! We're here to helpWe're here to helpGreat! Are You Retired?* Yes No What is your age?* 18 to 24 25 to 34 35 to 44 45 to 54 55 to 64 65+ What is your age?* 18 to 24 25 to 34 35 to 44 45 to 54 55 to 64 65+ At what age would you like to retire?* Before 50 50 to 54 55 to 60 61 to 64 65 to 70 71 to 74 75+ At what age do you expect to retire?* Before 50 50 to 54 55 to 60 61 to 64 65 to 70 71 to 74 75+ Financially speaking, what keeps you up at night?*Choose all that apply Saving for college education Budgeting or paying off debt Saving for a house, car or major purchase General investing Job or career changes Getting ready to retire Making my money last in retirement Health care expenses Estate planning / Transferring my wealth I’m not sure Other Other Now, what's your number one concern?* Saving for college education Budgeting or paying off debt Saving for a major purchase General investing Health care expenses Job or career changes Getting ready to retire Making my money last in retirement Estate planning / Transferring my wealth I’m not sure Other Other Saving for college educationFor whose college education are you saving? My own My spouse’s or significant other’s My child(ren)’s My grandchildren’s or other relatives What types of savings are you currently utilizing?* Cash savings Real estate investments College savings plans Other OtherWhat is the earliest year that this person will enter college?*If unsure, enter "0"Budgeting or paying off debtWhat kind of debt(s) do you currently have?* Student loan(s) Mortgage(s) Car loan(s) Credit card debt(s) Personal loan(s) Business loan(s) Other What is your other type of debt?Do you currently have, and stick to, a monthly budget?* Yes No Sort of / I'm not sure How soon do you plan to have your debt paid off?* Less than 1 year 1-5 years 5-10 years 10-20 years 20-30 years I’m not sure Saving for a major purchase(s)For what are you saving?* Home or other real estate purchase Car, boat or vehicle Education expenses Vacation or travel Wedding or significant life event General savings / I’m not sure yet Other What else are you saving for?*How soon do you plan to make your purchase?* Less than 1 year 1-5 years 5-10 years 10-20 years 20-30 years In retirement I’m not sure Have you started saving yet?* Yes No General investingAre you already saving or investing?* Yes No How are you currently saving and/or investing?* On my own Through a Robo-Advisor or online "DIY" solution With a CERTIFIED FINANCIAL PLANNER™ professional* With a stockbroker or other type of financial planner *All 12 of the planners at Certified Financial Group have received their CFP® designation.Are you confident that your investments are performing well?* Yes No I'm not sure What types of savings / investments are you currently utilizing?* Personal savings account Employer retirement plan Individual retirement plan College savings plans Stocks, bonds and/or mutual funds Real estate Other investments I'm not sure What additional types of savings/investments would you like to utilize?* Personal savings account Employer retirement plan Individual retirement plan College savings plans Stocks, bonds and/or mutual funds Real estate Other investments I'm not sure What additional types of savings/investments would you like to utilize?* Personal savings account Employer retirement plan Individual retirement plan College savings plans Stocks, bonds and/or mutual funds Real estate Other investments I'm not sure How do you intend to manage your savings and/or investments?* On my own Through a Robo-Advisor or online “DIY” solution With a CERTIFIED FINANCIAL PLANNERTM professional* With a stockbroker or other type of financial planner I'm not sure *Unlike many brokers and planners who work on commission, A CERTIFIED FINANCIAL PLANNERTM professional is one that has (insert description here). All of the planners at Certified Financial Group have received their CFP® designation.Job or career changesWhat is your current job situation?* Employed full-time Employed part-time Self-employed Starting, running, or selling my business Looking for a job / evaluating job offers About to change jobs Recently started a new job Retired Not working Do you currently have a retirement savings plan?* Yes, though my employer Yes, a personal investment plan No, I do not have one. Other What other retirements savings plan do you have?Are you currently investing through your retirement savings plan?* Yes, though my employer Yes, a personal investment plan No Other What other retirements savings plan are you investing through?Getting ready to retireWhat will your income sources be during retirement?* Personal Savings Social Security Employer-sponsored retirement plan Personal retirement plan Investments Real estate income Rental income Inheritance At what age do you plan to start taking Social Security distributions?*Are you confident you will have enough money to last the rest of your life?* Yes No I'm not sure Making my money last in retirementWhat sources of income are you currently utilizing?* Personal Savings Social Security Employer-sponsored retirement plan Personal retirement plan Investments Real estate income Rental income Inheritance Are you currently taking Social Security distributions?* Yes No Are you confident you will have enough money to last the rest of your life?* Yes No I'm not sure Which of the following do you currently have?* Life Insurance A plan for long-term care Neither Estate planningDo you have an estate planning attorney?* Yes No I'm not sure Do you have wills, trusts, or are you a beneficiary of one?* Yes No I'm not sure Do you have a Florida Health Care Surrogate Form & a Living Will?* Yes No I'm not sure Has your Will been professionally reviewed in the past 3 years?* Yes No I'm not sure I don't have a Will Do you have a Durable Power of Attorney?* Yes No I'm not sure HealthcareDo you plan to care for an elderly parent or relative?* Yes No Do you have a retiree healthcare plan?* Yes No Are you on Medicare or Medicaid?* Yes No Are you a veteran and using all your benefits to their fullest extent?* Yes No Do you have long term care insurance for you and your spouse?* Yes No Just one more step! Please enter your email address to see our recommendations for you. Name* First Last Email* Would you like to be contacted by a CFP® professional? Yes, please have a CFP® professional contact me How would you like to be contacted?* Email Phone Phone* Δ
