Financially Fit Questionnaire Name * First Name Last Name Email * Phone (###) ### #### Part 1: Financial Foundations * I know exactly how much money I spend each month. I follow a realistic budget that reflects my values and lifestyle. I have 3-6 months of expenses saved in an emergency fund. I am not carrying any high-interest debt. Strongly Agree Strongly Disagree Part 2: Goal Planning & Savings * I have a plan to fund major short-term goals. I am saving regularly for long-term goals like retirement and education. I understand how much I need to save each month to meet my goals. I have the right investment accounts in place (IRA, 401(k), etc). I feel confident I will be able to retire at my ideal age. Strongly Agree Strongly Disagree Part 3: Protection & Risk Management * I have a current will, power of attorney, and healthcare directive. My family knows where to find key documents and account info. My family would be financially okay if something happened to me. Strongly Agree Strongly Disagree Part 4: Investment & Growth * I understand how my investments are allocated. My portfolio matches my time horizon and risk tolerance. I invest consistently, regardless of market ups and downs. I know what fees I am paying on my investments. I feel confident in my long-term investment strategy. Strongly Agree Strongly Disagree Part 5: Overall Confidence & Mindset * I feel in control of my financial future. I communicate openly about money with my spouse or family. I don't lose sleep over financial decisions. I feel my finances align with my personal values. I have a trusted advisor, mentor, or plan I rely on. Strongly Agree Strongly Disagree What services are you interested in? Retirement Planning Investment Guidance Goal Based Planning Estate Planning Next Step: Take Action Which 1-2 areas above felt like your weakest scores? These are great starting points for building momentum. Preferred Date to Discuss MM DD YYYY Thank you!
