Choosing a financial advisor is a big step. Let's start by asking a few questions.
This survey is designed to let us know how close your expectations come to our philosophy. Please take a minute to answer these questions, submit them, and we'll let you know if you are the right fit for a no-obligation, COMPLEMENTARY SECOND OPINION.
We keep all of this information confidential.
What best describes what you're looking for in a wealth management advisor?
Someone to execute my ideas.
Someone to give me advice.
Someone to take over completely until I see a need for a change.
Someone to collaborate with, give me advice and listen to my own ideas.
Procrastination. We all do it. What best describes your approach to procrastination?
I feel guilty about putting things off.
I keep trying not to procrastinate, but somehow it keeps happening.
I'm not a procrastinator nor do I see how this is relevant.
When I put things off, it's usually to try to achieve something important.
Tumultuous times. What do you make of them?
The world is going crazy and often I'd rather not hear about it.
I wish I had a way to make sense of unpredictable changes.
I generally agree with my business associates and friends.
I look at unpredictable change as an opportunity to learn something.
How would you describe your investment knowledge?
There isn't much I don't know about investments.
I know a lot about investments, but I'm open to learning more.
There's always room to learn more.
Someone who tries to time the market.
Someone who is solely focused on performance of industry benchmarks.
Someone who consistently helps clients reach their goals.
Someone who listens to me.
Love or hate your job, there's always a part of it you don't like. What's your philosophy?
Work is a means to an end.
There are parts of work I hate, but it's worth it to get to the parts I love.
Not liking it and doing it anyway can be the key to success.
I'm always trying to do more of the work I love and less of the work I dislike.