Lifestyle Questionnaire

Financial Planning is a life long process. The Lifestyle Questionnaire below will help me understand you which will in turn build the lifestyle you want ……for life.

I am committed to sticking with you all the way to living your dream. I believe you will find the process both enlightening and satisfying.

Suggestion: You can either a) print off, complete and mail or fax to our office or b) complete online. Either way we look forward to helping you live the lifestyle you want. After all, life is about more than just money.

Name
Date
E-mail address

When you aren't working how do you spend your leisure time?


What are some of the things that you want to achieve / do over the next:

1 year or less


3-5 years


10 years


+


If money was no object, what would be the first 5 things that you would buy, do, embark on?


If you could work at any other job rather than the one that you have, what would it be?


"I would like to retire when I am ."

If retiring at the above stated age isn't workable would your choice be to live on less money or retire at a later date?


What will you miss most about the job that you have today?


What is your definition of "retirement"? Write down what it will look like I.e. Where will you be living, what kind of housing etc.


What do you expect to be doing in "retirement"? (list all of the activities you can think of and their frequency - be specific!)


If you were retiring today how much income do you think you would need?


Are you expecting an inheritance that would supplement your current financial position? If so, will that amount be: a) under $100,000 b) $100,000 - $250,000 c) over $250,000?


How important is it to you that an "estate" be left to your children (if applicable)?


What are your parents' ages?


If they are no longer with you, until what age did they live?


"My biggest concern / hurdle right now is........" (doesn't have to be related to money)


"My biggest fear right now is......"


Over the last 5 years what would you have done differently in your life? (doesn't have to be related to money)


If you had a financial advisor / planner previously what could he / she have done better? What did they do well?


How can I make the most valuable contribution to your life today?