You’re One Step Closer To

A Safer, More Confident Retirement.

These quick questions help us prepare and ensure your strategy session is accurate and personalized.

WELCOME TO

TO THE FINANCIAL CAFFEINE SURVEY

Please complete this survey to get started on your financial journey!

YOU AND THE IRS

If it were up to you, if it was your choice and legal, what percentage of your financial pie would you carve out for the IRS to enjoy? *

I'd carve the smallest slice possible

I’m happy to give them some

I’m happy to carve out whatever they tell me is for them

Do you feel your current retirement strategy is set up to give you the safety and control you want? *

Yes

No

Maybe, I’m not sure

LET'S GET TO KNOW YOU

Are you currently: *

Married

Unmarried (single)

Unmarried (significant other)

Divorced

Do you have any children, if so how many?

YOUR INFO

First Name *

Last Name *

State

Email *

Phone *

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Made with ♥ By FINANCIAL CAFFEINE