Upfront Questionnaire - AIO Financial Advisors Fee Only Fiduciary

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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.

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