Financial Priorities Questionnaire

Take a few minutes to share your financial priorities so we can better understand your goals and challenges.

Your Financial Outlook

Tell us how you currently feel about your financial future.

1. How confident do you feel about your financial future?

Very ConfidentSomewhat ConfidentNeutralSomewhat ConcernedVery Concerned

2. What concerns you most about your financial future?

Running out of money in retirementMaking the wrong financial decisionsMarket volatilityUnexpected expensesSupporting family membersOther

Your Financial Planning

Help us understand your current planning strategy.

3. Do you currently have a financial plan in place?

Yes, I have a clear financial planI have some planning but not a full strategyNo, I do not currently have a plan

4. What financial decision do you wish you had made earlier?

Your Financial Goals

Select the goals that matter most to you right now.

5. Which of these financial goals are most important to you right now?

Retirement planningGrowing investmentsProtecting my assetsReducing debtHelping my children financiallyEstate planning

Family & Legacy

Financial decisions often impact the people we care about most.

6. How important is leaving a financial legacy for your family?

Very ImportantSomewhat ImportantNot a Priority

7. Would you be open to receiving insights based on your answers?

Yes, I would like to receive insightsMaybe laterNo thanks

Additional Comments

Is there anything else you'd like to share about your financial priorities?

Your Contact Information

Provide your details so we can send your financial insights.

Full Name

Email Address

Phone Number

Age Group

I agree to be contacted regarding my responses and understand my information will remain confidential.

Disclaimer: The information provided in this questionnaire is for educational purposes only and should not be considered financial advice. Please consult a licensed financial professional regarding your individual retirement plan.

Investment advisory services are offered through IAMS Wealth Management, an SEC-registered investment advisor. IAMS Wealth Management and The Retirement Strategies are independent entities.

SEC registration does not imply endorsement or a specific level of skill. The firm does not provide legal or accounting services.

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