Upfront QuestionnairePlease enable JavaScript in your browser to complete this form. - Step 1 of 9Approximately, 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 - $5,000,000more than $5,000,000bank accounts, investment accounts, IRAs, Roth IRAs, inactive 401ks (not including active 401ks)NextApproximately, 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 landNextWhat 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 togetherNextWhat 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, etcNextWhat 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 incomeNextWhat 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 expensesNextDo you have any major financial events coming up? such as: selling a home, inheritance, retiring, marriage, divorce, baby, etc.NextWhat you are hoping to accomplish through financial planning?such as plan for retirement, manage wealth, reduce debt, etc.NextName *FirstLastEmail *PhonePhoneSubmit ✕Success! Now check your email to confirm your subscription. There was an error submitting your subscription. Please try again. Email Address I'd like to receive the free email course. Get your SRI ebook now
