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First Name

Last Name

Email

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About You

What is your current life stage?

Just starting out (under 35) Building my career and family (35–50) Peak earning years (50–60) Approaching or in retirement (60+)

About You

Which best describes your business situation?

I do not own a business I own a business or professional practice with no employees I own a business with 1–10 employees I own a business with 11–50 employees I own a business with more than 50 employees

Financial Confidence

How would you describe your overall financial confidence today?

I feel lost and unsure where to start I have some basics in place but feel uncertain I feel reasonably organized but know there are gaps I feel confident and well-organized I feel very strong and am looking to optimize

Financial Confidence

When it comes to making financial decisions, which best describes your approach?

I don't really have a process — I figure things out as they come up I talk to friends or family but don't use a formal advisor I do my own research and make decisions independently I work with a financial professional who guides my decisions I have a comprehensive financial plan that drives all of my decisions

Cash Flow & Savings

How do you feel about your personal spending?

I have trouble paying for the basics I mindlessly spend, have no plan, and it causes stress in my life I am overly frugal and don't enjoy the fruits of my labor enough I spend an appropriate amount given my income

Risk Management & Family Protection

If something happened to you tomorrow, how confident are you that your family would be financially secure?

Very worried — there is little or nothing in place Somewhat concerned — I have some coverage but it may not be enough Neutral — I am not sure what I have or if it is adequate Fairly confident — I have life insurance but haven't reviewed it recently Very confident — my family is well protected

Investments

When it comes to investable assets, which best describes your situation? (Not including your home or personal property)

Almost nothing Up to $250,000 $250,000 – $750,000 $750,000 – $2,000,000 Over $2,000,000

Retirement Planning

How do you feel about your current retirement preparedness?

I haven't really started thinking about it I am worried I am behind where I should be I am making progress but have a lot of uncertainty I feel reasonably on track I feel very confident in my retirement plan

Investments

When it comes to your IRA, 401(k), or other retirement accounts, which best describes your understanding?

I honestly don't know what is inside my accounts I know the account exists but have never looked at the investments inside I know I have investments inside but couldn't tell you what they are I have a general idea of how my money is invested I know exactly how my money is allocated and review it regularly

Tax Planning

When did you last have a conversation specifically focused on reducing your tax burden — not just filing your taxes, but actively planning to pay less?

Never — I just file and pay whatever I owe It has been several years Within the last couple of years It is an annual conversation with my advisor or CPA It is an ongoing conversation and tax reduction is a core part of my financial strategy

Estate Planning

Beyond building wealth, how intentional are you about using your financial resources to positively impact the people and causes around you?

I haven't really thought about money in that way I would like to but don't know where to start I do some giving but it isn't part of a formal plan I am fairly intentional about the impact my money has on others Creating positive impact is a core purpose of my financial plan

Estate Planning

Do you currently have an up-to-date estate plan in place (will, trust, beneficiary designations, and powers of attorney)?

No — I don't have any of these in place I have started but it is incomplete or outdated (e.g., only a basic will from years ago) I have some documents in place but haven't reviewed them recently I have a fairly complete plan, though it may need updates Yes — my estate plan is complete, current, and coordinated with my overall financial plan

Business Planning

Does your business currently offer a retirement plan such as a 401(k) to your employees?

No — we have never offered one No — but we have considered it Yes — we have a plan but I am not satisfied with it Not applicable — I have no employees Yes — we have a plan and I am happy with it

Business Planning

How do you feel about the complexity of managing HR, payroll, and employee benefits for your business?

It is overwhelming and takes too much of my time It is manageable but not ideal We have systems in place but I am always open to better solutions We have it fully handled Not applicable — I have no employees

Business Planning

Have you thought about what your exit from your business will look like?

I haven't thought about it much yet I think about it but have no formal plan I have a general idea but nothing documented I have a formal exit plan in place

Business Planning

Do you find it difficult to compete with large corporations to attract and retain talent?

Yes — it is a serious and ongoing challenge for us Somewhat — we struggle but manage to get by Occasionally — it depends on the role and the candidate Not really — we hold our own against larger competitors No — we have no difficulty attracting and retaining the people we need

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