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As we learn about you and your goals, you'll learn about what we do and how we might work together. Filling out the following questions will lead us closer to establishing the best way to proceed with your financial plan.
Answer each question as best you can. Of course, all information submitted is kept strictly confidential. If you want to chat in person, please give us a call at 1.780.918.6734.
I want to develop a higher level of wealth.
Not A Concern
Fairly Important
Critical
My partner should be involved in my financial planning.
Not A Concern
Fairly Important
Critical
I want to invest in stocks or mutual funds.
Not A Concern
Fairly Important
Critical
Understanding the long term effects of how my current debts affect my current and future lifestyle is...
Not A Concern
Fairly Important
Critical
If I became disabled, a replacement income would be...
Not A Concern
Fairly Important
Critical
Having an updated will is...
Not A Concern
Fairly Important
Critical
Long-term retirement income planning is...
Not A Concern
Fairly Important
Critical
I want my financial advisor to completely understand my financial goals.
Not A Concern
Fairly Important
Critical
Knowing my family would not suffer major financial setbacks if I became disabled or unexpectly pass away is...
Not A Concern
Fairly Important
Critical
When was the last time you reviewed your financials with a professional?
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Within the last year
3-4 years ago
More than 5 years ago
Were you satisfied with the experience?
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Yes
No
Can you tell us why?
Let’s look forward now: mark what you hope or plan to do within the next 12 - 24 months.
Develop a financial plan
Borrow money
Purchase a home
Purchase personal property
Buy investments
Work with a financial advisor
Start a business
Build more wealth
Invest more money
Pay off a loan
Create or review my will
Sell investments
Make a big move
Sell a business
Change careers
Sell property
Spend less money
What do you want to discuss with your financial advisor? Mark all that apply.
Designing a financial plan
Accumulating wealth
Disability income
Life insurance planning
Income protection
Investment planning
Maximizing tax deferral
Estate planning
Asset allocation strategy
Number the following categories into their order of importance to you at this time:
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1
2
3
4
Financial Development
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1
2
3
4
Investment Strategy
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1
2
3
4
Lifestyle Protection
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1
2
3
4
Estate Planning
Your Name
Your Age
Marital Status
If Applicable, Your Partner’s Age
Annual Household Income (optional)
Phone Number
Email
Disclaimer:
Your information is secured and encrypted in a private database only accessible by Evolve Olistica Wealth Services. We will never share or sell your information to any third party company.