Plannetics Financial

First Name

Last Name

Email

Phone

Do you have a 401(k)?

Do you have an IRA?

Current savings (approximate)

Are you currently retired?

How confident are you in your long-term financial plan?

How soon do you want to improve your financial plan?

How would you describe your retirement vision?

Do you plan to relocate in retirement?

Expected primary source of retirement income

Household income

How much do you save per month?

Do you currently have an emergency fund?

How comfortable are you with investing?

Very comfortable

Somewhat comfortable

Not comfortable

How important is socially responsible investing?

Very important

Nice to have

Not important

How would you describe your overall health?

Has your health caused financial stress or difficulty?

Are you married?

Do you file taxes jointly or separately?

Any children under 18?

Are you a homeowner?

Are you a business owner?

Do you currently have a financial advisor?

What Days Work Best For You?

Monday

Tuesday

Wednesday

Thursday

Friday

What time works best for you?

Morning

Afternoon

Evening

How did you hear about us?

Any other topics you would like to discuss?

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Bellevue Office