Second Opinion Questionnaire

Second Opinion Questionnaire Data

Name*
First Last
Spouse Name (If Applicable)
First Last
Email*
Enter Email Confirm Email
Spouse Email (If Applicable)
Enter Email Confirm Email
Best Contact Number*
What brings you to us?*
What are you hoping to accomplish with Second Opinion?
Who referred you / how did you find out about us?*
Age*
Spouse Age (If Applicable)
What are your Financial Goals / Objectives? Short-term & Long-term?*
When do you want to retire? What do you want retirement look like?*
What keeps you up at night?*
Do you have a documented Financial Plan with goals and an action plan?*
Income and Savings
What are current sources of income? Are they going to change over the next three years?*
Examples: Earned Income, Social Security, Pension, Passive Income (rental property, mineral rights, etc.), Other
What are current assets and Investments?*
Examples: Cash, IRA, 401k, Investments, Money Market, Primary Residence , Annuities, etc.
Expenses and Debt
What are your outstanding debt(s)?*
Example: Mortgage, Cars, Credit Cards, Student or Business Loans, etc.
Do you track your monthly expenses?*
If retired, how much are you taking from savings to meet annual expenses?*
Who manages your finances? Do you have other Advisors?*
- Self
- Financial Planner
- Broker / Investment Advisors
- CPA
- Estate Attorney
- Other
Do you have unique family circumstances?*
Examples: Blended family, disabled family members , caregivers for parents , financial support of others, etc.
Risk Tolerance
What level of risk are you (and your spouse) comfortable with?
On a scale of 1-10, what is your risk tolerance?*
1 being ultra conservative (Money market, CDs, Cash) and 10 being aggressive (Individual Stocks, Options)
Please enter a number from 1 to 10.
On a scale of 1-10, what is your spouse's risk tolerance?
Please enter a number from 1 to 10.
Do you have any life insurance policies? Disability? Long Term Care?*
If so, please provide amounts and policy details.
What Estate Documents do you have? When were they last reviewed or updated?*
Examples: Will(s), Power of Attorney, Medical Power of Attorney, Trust
How do you like to review your financials - in person, phone, video conference, other? How often?*
What do you believe makes a great advisor?*
Please describe the qualities and characteristics that make a great Advisor?
Is there anything else we should know that we did not ask you?
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Income and Savings

Expenses and Debt

Risk Tolerance