Financial Goals Conversation Guide

Your First and Last Name*

Your Email Address*

May I ask your age?

What is your current employment status*

Do you have any dependents*

What are your short-term financial goals over the next 1-5 years*

What are your long-term financial goals *

Are there any specific life milestones you're saving for*

Have you invested in financial assets?*

Would you be comfortable sharing what types of investments are you currently holding in your portfolio?*

Yes

Let's Speak about it

In times of market volatility, how do you typically react?*

prefer to stay invested

consider adjusting your portfolio

What’s the maximum loss you're comfortable accepting in your portfolio over the course of a year?*

Could you share your current annual income?

What are your typical annual expenses?*

Do you have any outstanding debts?

How much do you have set aside as an emergency fund, or what amount would you feel comfortable having for unexpected situations*

What types of insurance do you currently hold*

Let's clarify your financial goals together, regardless of experience level.