Take This Quiz to Get Expert Advice On Retirement

8October 2021


Why do we need this information?

Your advisor will use this information to understand your retirement timeline and create the best plan for you.


Why do we need this information?

Advisors will use this information to help evaluate your current financial plan or, if you don’t have one, help you create one.


Why do we need this information?

This information helps your advisor matches understand how you like to invest your money.


Why do we need this information?

This information helps your advisor matches understand the kind of retirement you envision.


Why do we need this information?

This information will help your advisor understand and help plan for your ideal retirement.


Why do we need this information?

This information will help your advisor understand how you envision your retirement.


Why do we need this information?

This will help your financial advisor provide you with better retirement recommendations.


Why do we need this information?

This information will be provided to your advisor matches and may assist them in understanding more about your particular situation and potential needs.


Why do we need this information?

This information helps your advisor matches understand your current level of comfort with investing and helps them pick the right investments for you. If you’re not sure how to answer, just say you’re somewhat comfortable.


Why do we need this information?

Your advisor will use this information to understand your retirement timeline and create the best plan for you.


Why do we need this information?

Marriage can have financial and tax implications. Knowing whether or not you’re married helps your advisor matches understand your financial situation.


Why do we need this information?

This allows your advisor matches to understand how you and your spouse’s accounts are organized.


Why do we need this information?

Owning a home has financial implications, from being an asset to liability for mortgage payments. An advisor can help you navigate the effects of home ownership.


Why do we need this information?

Owning a home has financial implications, from being an asset to liability for mortgage payments. An advisor can help you navigate the effects of home ownership.


Why do we need this information?

Navigating financial planning when you have kids can be tough, but an advisor can help. This information lets your advisor matches know if you have children so they can adjust your financial plan.


Why do we need this information?

Saving for your kids’ college can be tough, but an advisor can help. This information lets your advisor matches know if you have children so they can adjust your financial plan.


Why do we need this information?

Owning a business has financial implications, from taxes to the financial effects of different forms of incorporation. An advisor can help you navigate the effects of owning a business.


Why do we need this information?

This information helps your advisor matches understand your current retirement savings.


Why do we need this information?

This information helps your advisor matches understand your current retirement savings.


Why do we need this information?

This information helps your advisor matches understand your savings preferences.


Why do we need this information?

Financial advisors can help out in other areas besides financial planning. This answer helps your advisor matches understand whether you want help with other areas.


Why do we need this information?

This information can help your advisor matches create a socially responsible investing plan for you.


Why do we need this information?

If you have an advisor and are looking for a second opinion, we will provide other qualified options. Don’t worry – if you are matched with your current advisor, we can re-match you so your advisor will not be alerted.


Why do we need this information?

This information will help your advisor matches understand why you are leaving your old advisor and help them craft a plan that aligns more closely with your preferences.


Why do we need this information?

This information will be provided to your advisor matches and may assist them in understanding more about your particular situation and potential needs.


Why do we need this information?

This information helps us find you an advisor that can meet with you on your terms, whether that is online or in person.

Please estimate your household income.







Why do we need this information?

This information helps your advisor understand your financial situation and lifestyle.

Please estimate your total investable assets.







Why do we need this information?

This information helps advisors understand how much you have to invest.


Why do we need this information?

This information helps your advisor matches understand how much you put aside to invest on a monthly basis.


Why do we need this information?

This information will be provided to your advisor matches and may assist them in understanding more about your particular situation and potential needs.


Why do we need this information?

This is your opportunity to provide any additional information or ask your advisor something before your chat.

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Why do we need this information?

This information will be provided to your advisor matches.


Why do we need this information?

Our concierge team will reach out to you at this number to review your matches. Your advisor matches will also use this number to get in contact with you for a 15-minute consultation.

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