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 *PhoneNameSubmit
