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FINANCIAL ASSESSMENT

Our tailored solutions are designed to fit your needs. We utilize detailed analysis to discover where you are, where you’re headed and we utilize advanced strategy how we can get you there.

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Family

Who directed you here?
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  • Akeem Durand
  • Alvin Hester
  • Brittney Cofield
  • Charisse Chitolie
  • Clarissa Robinson
  • Crystal Berry
  • Corey Henry
  • Donald Baylor
  • Debrandon White
  • Diane Clair
  • Gayla Ferry
  • Jameelah Wilkerson
  • Jessica Holland
  • John Meyers
  • Kyam Wilson
  • Kim Anderson
  • Krystal Parks
  • Lady Ola
  • Melissa Jenkins
  • Michael Wilson
  • Melissa Jenkins
  • Niara Brown
  • Nicole Woods
  • Renada Woodford
  • Reginald Crossley
  • Sherrice Gavillan
  • The HYPE Magazine
  • T.M.R Woodford
  • William Parker
  • Other
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Name:
Enter Name
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Sponsor Partner
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  • Yes
  • No
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Children?
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  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 7+
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Work and income

About how much money does your household bring in yearly?
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More or less what percentage of your income is from salary or hourly wages
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  • 10%
  • 20%
  • 30%
  • 40%
  • 50%
  • 60%
  • 70%
  • 80%
  • 90%
  • 100%
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Home & Insurance

Do you have an umbrella policy in addition to your home and auto insurance
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  • Yes
  • No
  • Not Sure
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Do you rent or own?
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  • Rent
  • Own
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Do you have disability insurance?
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  • Yes
  • No
  • Not Sure
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If you were sick or hurt and couldnt work how long do you think you could pay all your bills for
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  • <3 months
  • 3 months
  • 6 months
  • >6 months
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Do you have any long term care insurance that you own apart from your work job?
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  • Yes
  • No
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Life Insurance

Apart from work what type of life insurance policy do you have
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  • None
  • Term
  • Permanent
  • Both
  • Not sure
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How much life insurance on you?
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  • <250,000
  • <250,000-750,000
  • 750,000-1,000,000
  • 1,000,000-2,000,000
  • 2,000,000-5,000,000
  • >5,000,000
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How much life insurance on your spouse/partner?
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  • No spouse/partner
  • <250,000
  • <250,000-750,000
  • 750,000-1,000,000
  • 1,000,000-2,000,000
  • 2,000,000-5,000,000
  • >5,000,000
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Other Assets

Do you own/use any of the following investment tools?
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Do you think you'll receive any type of inheritance from a family member? If so, how much?*
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  • No
  • <250,000
  • <250,000-750,000
  • 750,000-1,000,000
  • 1,000,000-2,000,000
  • 2,000,000-5,000,000
  • >5,000,000
  • Not Sure
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Retirement Planning

Where or who do you get most of your financial advice from?
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  • Parents
  • Self-taught
  • Accountant
  • Financial Advisor or Planner
  • Other
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In retirement, about how much monthly income would need to live as you desire, until you die
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  • No
  • 5000-7500
  • 7,500-10,000
  • 10,000-15,000
  • 15,000-20,000
  • 20,000-30,000
  • >50,000
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Do you have a current will?*
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  • Yes
  • No
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Do you have a living will?
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  • Yes
  • No
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Do you have a Medical Power of Attorney?
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  • Yes
  • No
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Taxes & Credit

Who does your taxes?*
  • - select a option -
  • Self
  • Accountant/CPA
  • TAX Preparer
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Do you write a check to the IRS every year or get a tax return?
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  • Write a Check
  • Get a TAX Return
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What do you think is your credit score?
  • - select a option -
  • <650
  • <650-700
  • 700-750
  • 750+
  • Not Sure
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Have you gone through bankruptcy in the last 5 years or less?
  • - select a option -
  • Yes
  • No
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More or less, what is your total debt (not including mortgage)?
  • - select a option -
  • 0
  • 1,000-10,000
  • 10,000-20,000
  • 20,000-30,000
  • 30,000-40,000
  • 40,000-50,000
  • >50,000
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About how much of your debt is from credit cards?
  • - select a option -
  • 0%
  • 25%
  • 50%
  • 75%
  • 100%
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Congratulations, you've done a great job in helping us get to your Financial GPS. So far you've given us the information to identify your location. These last few questions will help us identify your destination.

List 3 goals you most want to accomplish financially in life
Ask us any questions...
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List 3 roadblocks that could prevent you from accomplishing the 3 goals above
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In the space below write anything that you feel is important for us to know to help create your Financial GPS. Some people take a few words to tell us what keeps them up at night, what they are most worried about money-wise, what they fear the most, and what they want more information about.
Ask us any questions...
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Your Information

Name
Your Last Name
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Name
Your First Name
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Email Address
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Phone
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How old are you?
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  • 25
  • 25-30
  • 30-35
  • 35-40
  • 40-45
  • 45-50
  • 50-55
  • 55-60
  • 60-65
  • >65
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