Are you married?
Yes  No

How many properties do you own?
0  1  2  3+

How any retirement plans do you have investments in?
0  1-2  3-4  5+

How many taxable accounts do yo have?
0  1-2  3+

How many insurance policies do you currently have?
0  1-2  3-4  5+

How many annuities have you purchased?
0  1  2-3  4+

How many different business interests do you have?
0  1  2+

How many stock option plans do you currently have?
0  1  2+

How many trusts are you an owner/beneficiary of?
0  1  2+

Do you use charitable donations to reduce your taxes?
Yes  No

Do you want to optimize your social security?
Yes  No

Do You want to estimate your account return, or use actual holdings?
Estimate  Actual

Do You want to model in Your CPAs tax assumptions?
Yes  No

Do you want us to create an asset allocation?
Yes  No

Do you want an insurance analysis?
Yes  No

Do You want to target outcomes?
Yes  No

What types of goals do you want to target?
Gifting  Education  Special Purchase  Retirement Spending

Do You want to test scenarios?
Yes  No

What types of scenarios do you want to test?
Early Death  Loss of a Job  Growth Rate Changes  Sell a Business  Tax Assumptions  Other 

How often do you want to update your plan?
Semi-annual  Annual  Other  I don't

Do you want on-going investment advice?
Yes  No  Maybe

Do You want to a personal login to stay up-to-date with your financial plan?
Yes  No  Maybe