Take 3 minutes to let us know more about you...
Your answers will be kept strictly confidential and will only be shared with your advisor.
Complete Needs Analysis
 
Personal Information

 
Full name *

 
What is your birth date? *

 
What is your household status? *


 
Home address *

Enter your street, city, province, and postal code
 
Phone number

Please enter the best number to reach you at
 
Net Worth

 
What is the total amount in assets you own? *

Examples:  real estate, stocks & bonds, liquid cash, value of company shares

 
And of that, how much ($) is in real-estate?

 
What is the total amount in liabilities you have? *

Examples:  mortgage, car loans, student loans, line of credit

 
How much of this liability is your mortgage or secured line of credit?

 
What is your approximate gross annual household income? *

Everyone in the home including yourself

 
Do you have employee benefits?

     
 
Great, what about life insurance?

     
 
Makes sense. How much coverage do you have?

That is, what's the dollar value of your policy?
 
And are you open to exploring if you can get a cheaper rate?

     
 
Are you a smoker? *


 
What type of smoker are you?


 
Personal History of Illness

 
Do you or an immediate family member have any major illness(es) or health concerns?

 
Have you been declined for insurance before? *

     
 
Why were you denied?

 
Have you been rated in the past? *

     
 
What was your rating?

Or any other additional details
 
Anything else you are aware of that may prevent you from getting insured? *

     
 
Are you a saver or a spender?


 
How does money make you feel?

 
Awesome, {{answer_RUf2rjnexVzE}}. Now let's talk a little bit about your history with advisors and your goals moving forward!

 
Have you ever worked with a financial advisor before?

     
 
How satisfied were you with your experience?






 
Okay, great. Do you have any specific expectations for your financial advisor?

 
And what are your top three priorities in order of importance for working with us?

 
Do you track your credit history?

     
 
Are you happy with your score?

     
 
That's no good. Would you like assistance in improving your score?

     
 
Would you like access to a free app that allows you to track your score so you can stay on top of it?

It’s important to monitor your score so you can spot anomalies and correct it right away.
     
 
What are your short term goals (both financial and otherwise)?

 
What are your long term goals (both financial and otherwise)?

Thank you for completing the Needs Analysis Form.  We will contact you soon.