Name

Email

What is your classification What is your classification Woman Investor Business Owner Pre-Retiree / Retiree New Investor

What is your biggest financial concern? What is your biggest financial concern? Will I run out of money? How much do I need? Life Transitions (divorce/death/changing job) Am I taking too much risk?

Have you invested before? Have you invested before? Yes No

How much savings and current investable assets do you have? How much savings and current investable assets do you have? $0 - $49⹁000 $50⹁000 - $100⹁000 $101⹁000 - $500⹁000 $500⹁000 - 1 Million 1 Million +

How long have you had your business? How long have you had your business? I'm a new Business Owner I've had my business for less than 5 years I've had my business 5 - 10 years I've had my business for 11+ years

When are you retiring? When are you retiring? Retiring within the next 5 years Retiring within the next year Already Retired

Do you own your own business? Do you own your own business? Yes No

What is the transition you are going through?? What is the transition you are going through?? Divorce Death Changing Jobs Retirement

Do you have all your eggs in one basket? Do you have all your eggs in one basket? Not diversified Marginally diversified Moderately diversified Very diversified

What is your plan for your business? What is your plan for your business? I plan to sell my business in the next 3 years I plan to sell my business in 4-8 years I want to grow my business I'm not sure I can sell my business

How much is your business's revenue? How much is your business's revenue? My business does less than $5 million in Revenue My business does $5 - 10 million in revenue My business does $10 - $50 million in revenue My business does over $50 million in revenue

Have you done any planning for retirement? Have you done any planning for retirement? Yes No

Are you a DIY-er? Are you a DIY-er? Yes No Not Sure

Do you consider yourself a spender or a saver? Do you consider yourself a spender or a saver? Spender Saver

How much do you have in total savings/assets? How much do you have in total savings/assets? $0 - $5⹁000 $5⹁001 - $20⹁000 $20⹁001 - $50⹁000 $50⹁000+

Submit