Getting To Know You Better

Please answer these financial questions to the best of your ability so that we can come prepared to discuss your financial situation and our recommendations during your strategy session.

Address

Marital Status

Are you married or in a committed relationship?

What is your spouse's first name?

What is your spouse's last name?

Your spouse's email address.

What is your spouse's occupation?

What is your spouse's annual income?

Income

What is your occupation?

What is your personal annual income?

Financials

Do you own any real estate?

Yes

How much cash savings do you have?

How much debt do you currently have? Please specify if they are loans, credit cards, student loans, etc.

What kind of investments do you have? Please specify the type of investment (brokerage, 401(k), etc) and it's current value.

Please specify if your spouse has any additional savings, investments, debts, etc. that we will account and plan for.

Do you have any additional income from a business, side-hustle, passive income, etc.?

Goals

Have you ever worked with a financial planner in the past?

Yes

How would you rate your financial knowledge on a scale of 1 to 5?

What are your financial goals for the next 12, 24, or 36 months?

Last One

How did you hear about Financial Haus?