Financial Aspirations Questionaire

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1. What percentage of your current household and family expenses are your financial responsibility? Are there other income-earners in your family?

2. Have you worked with a financial advisor before, or do you have any prior investment experience?
YesNo

3. Have you identified your financial goals or would you need help with it?
YesNo

4. What are the things in life that are most important to you?

5. Have you decided when you want to retire and planned for it?
YesNo

6. By retirement, who will you be supporting financially, other than your spouse?
YesNo

7. Have you visualized your future after your retirement and how you would like to spend your time then?

8. How are you currently doing with your financial goals?

9. How would you rate your understanding of investments and markets on a scale of 1 to 10?

10. What are the financial concerns, both current and future, that keep you up at night?

11. What is the amount of money that if you had today, would make you happy?

12. If you had that money, what would you do with it and with your time?

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