Index InvestingExpat Financial PlanningExpat Financial Planning - AIO Financial AdvisorsAssisted Living in Mexico5 Reasons to Retire in GuadalajaraDownload your free eBook here Fill out the following questionnaire to see how you’re doing financially.Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form. - Step 1 of 11How long until you retire?I'm already retiredless than 5 years5-10 years10-20 yearsmore than 20 yearsNextApproximately, how much do you have in liquid assets?under $200,000$200,000 - $400,000$400,000 - $750,000$750,000 - $1,000,000$1,000,000 - $2,000,000$2,000,000 - $5,000,000more than $5,000,000bank accounts, investment accounts, IRAs, Roth IRAs, 401ksPreviousNextApproximately, what is the value of your real estate?under $250,000$250,000 - $500,000$500,000 - $1,000,000$1,000,000 - $2,000,000$2,000,000 - $5,000,000more than $5,000,000residence, second home, rental properties, vacant landPreviousNextWhat is the approximate pay off value of your mortgages?under $100,000$100,000 - $250,000$250,000 - $500,000$500,000 - $1,000,000$1,000,000 - $2,000,000more than $2,000,000all togetherPreviousNextWhat is the approximate value of all other debt?under $100,000$100,000 - $250,000$250,000 - $500,000$500,000 - $1,000,000$1,000,000 - $2,000,000more than $2,000,000total of: credit cards, car loans, student loans, medical debt, etcPreviousNextWhat is your estimated total annual household income?under $50,000$50,000 - $100,000$100,000 - $200,000$200,000 - $300,000$300,000 - $500,000$500,000 - $1,000,000more than $1,000,000total pretax incomePreviousNextWhat are your total annual expenses?under $50,000$50,000 - $100,000$100,000 - $200,000$200,000 - $300,000$300,000 - $500,000over $500,000total after tax expensesPreviousNextDo you have any major financial events coming up?such as: selling a home, inheritance, retiring, marriage, divorce, baby, etc.PreviousNextWhat you are hoping to accomplish through financial planning? *such as plan for retirement, manage wealth, reduce debt, etc.PreviousNextWhere did you hear about AIO Financial? *such as plan for retirement, manage wealth, reduce debt, etc.PreviousNextName *FirstLastEmail *PhonePreviousSubmit
