Date of Last Update: September 20, 2021
What is your full name:
What is your birthdate:
Income & net worth
What is your current annual household income: ($)
What is your liquid net worth: (Excluding primary residence) ($)
What is the value of your residence(s): ($)
What is the value of any other significant illiquid asset(s): ($)
What are your current annual income needs from investments: ($)
What is your desired retirement age:
What is your desired annual income in retirement ($):
Risk tolerance & investment objectives
Acceptable percentage of principal loss in a short term period? (less than 1 year)
What is your desired annual rate of return?
Which of the following statements best describes your investment objectives?
How would you respond in the event of a decline in the value of your investments?
Which of the following scenarios would make you more uncomfortable?
During the decline in stock market values that took place from 2007 through 2009, what action did you take with respect to your investments?
In general, how did you feel about the decline in stock market values from 2007 through 2009?
How would you describe your level of knowledge with regard to finance and investing?
For how many years, if any, have you owned each of the following types of investments?