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How do you currently think about financial planning?*

I want quick returns and immediate results

I focus on efficiency today and hope the rest works out

I want a long-term plan that still works if life doesn’t go as expected

Which statement best describes your primary concern right now?*

Maximizing investment returns

Reducing taxes this year

Making sure my wealth holds up through health changes, business disruption, and retirement

How would you describe your approach to financial decisions?*

I prefer simple, off-the-shelf solutions

I rely heavily on advice from peers and online sources

I value thoughtful, personalized planning and understanding why something works

When it comes to planning for the future, which feels most true?*

I’ll deal with risks if and when they show up

I know risks exist, but I haven’t really examined them

I want to identify and address risks early, before they force decisions

What are you most looking for in an advisor?*

Someone who can sell me the best products

Someone who can optimize one area of my finances

Someone who helps me see the whole picture and protects outcomes over time

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