Mailchimp Survey

What is your first name? (add spouse or partner, if applicable)
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Enter your date of birth, including the year you were born. If you are married or have a partner, enter both.
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What age would you like to be “work optional?”
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What are you going to do with all of your free time in retirement?
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What are some things on your “Bucket List” that you want to accomplish?
List each account you have earmarked for retirement and the approximate value of each. Example: 401k ($500,000), Roth IRA ($50,000) etc.
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What is your annual income?
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How much are you currently saving for retirement?
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How would you characterize your tolerance for market risk?
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Conservative (low risk)
Moderate (in the middle)
Aggressive (high risk)
If you are not on track for your goal, which of the following are you likely to change?
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Save more
Invest more aggressively
Work longer
Spend less
If you are on track for your goal, which of the following are you likely to change?
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Retire earlier
Reduce market risk
Spend more in retirement
Gift more
Leave a financial legacy
I won't change anything
Enter any additional retirement income you will rely on (social security, pension, annuities, rental income)
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What is your biggest concern about retirement?
Outliving my assets
Being unable to pay for quality healthcare
Inflation
The impact of a bear market or recession
Tell us about any other family members or individuals who may depend on you financially (either now or in the future).
Tell us about any charities you currently give to, or plan to give to in retirement (if applicable).
What does “Legacy” mean to you?
What type of relationship are you looking for?
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Ongoing relationship
One-time engagement
"Whiteboard Retirement Plan" on YouTube
I'm still deciding b/w an Ongoing vs. One-time!
If you would like to have a “Mutual Fit” meeting prior to the Discovery Meeting, please indicate below.
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I'd like to schedule a Zoom call
I'd like to schedule an in-person meeting in Chattanooga, TN
I'd like to schedule an in-person meeting in Jacksonville, FL
I'd like to play golf with you at Black Creek Club in Chattanooga, TN
I'd like to play golf with you at St. Johns Golf and CC in Jacksonville, FL
I don't need a Mutual Fit meeting
Let us know if there is anything else you would like for us to know about you.
Enter your email address here
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Phone number
How did you hear about us?
Podcast
Referral
YouTube
NAPFA
Fee Only Network
XY Planning Network
Google Search
Wealthtender
CFP Board
Social Media
Other