Upfront Questionnaire - AIO Financial Advisors Fee Only Fiduciary

(808) 731-8659 info@aiofinancial.com

Schedule Free Consultation

AIO
Services
Fees
Blog
About
FAQ
SRI
Contact

Select Page

Upfront Questionnaire

- Step 1 of 9

Approximately, how much do you have in liquid assets?

under $100,000
$100,000 - $200,000
$200,000 - $500,000
$500,000 - $1,000,000
$1,000,000 - $2,000,000
$2,000,000 - $5,000,000
more than $5,000,000

bank accounts, investment accounts, IRAs, Roth IRAs, inactive 401ks (not including active 401ks)

Approximately, 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 - $5,000,000
more than $5,000,000

residence, second home, rental properties, vacant land

What 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 - $2,000,000
more than $2,000,000

all together

What 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 - $2,000,000
more than $2,000,000

total of: credit cards, car loans, student loans, medical debt, etc

What 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 - $1,000,000
more than $1,000,000

total pretax income

What are your total annual expenses?

under $50,000
$50,000 - $100,000
$100,000 - $200,000
$200,000 - $300,000
$300,000 - $500,000
over $500,000

total after tax expenses

Do you have any major financial events coming up?

such as: selling a home, inheritance, retiring, marriage, divorce, baby, etc.

What you are hoping to accomplish through financial planning?

such as plan for retirement, manage wealth, reduce debt, etc.

Name *

First

Last

Email *

Phone

Name

Get a free Sustainable, Responsible, Impact Investing Guide

Learn about making an impact with your investments without sacrificing returns.

AIO Financial, 520-325-0769

Success! Now check your email to confirm your subscription.

There was an error submitting your subscription. Please try again.

First Name

Email Address

We use this field to detect spam bots. If you fill this in, you will be marked as a spammer.

I'd like to receive the free email course. Powered by ConvertKit

info@aiofinancial.com

Tucson, AZ
(520) 979-2213

Scottsdale, AZ
(480) 447-7790

Palm Springs, CA
(760) 316-5977

Ventura, CA
(424) 358-5410

Beverly Hills, CA
(424) 358-5410

Issaquah, WA
(425) 528-0877

www.aiofinancial.com

Honolulu, Hawaii
(808) 731-8659

Boulder, CO
(720) 779-0275

Albuquerque, NM
(505) 372-1777

Las Vegas, NV
(702) 848-3033

El Paso, TX
(915) 671-1345

Portland, OR
(503) 714-3797

Free Investment eBook

Download

Free SRI eBook

Download

AIO Podcast & Blog

AIO
Services
Fees
Impact Investing
Blog
About Us
Contact Us
Investment Management
Wealth Management
Retirement Planning
Tax Planning
Estate Planning
Effective Altruism
Insurance Analysis
Expat Financial Planning
Other Financial Areas
FAQ
Honolulu
Tucson
Las Vegas
Boulder
Albuquerque
Palm Springs
Ventura
El Paso
Los Angeles
Phoenix
Seattle

Facebook
Twitter
Instagram
RSS

Copyright © 2021 AIO Financial. All Rights Reserved.