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Financial Planning
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Step
1
of 14
Name
*
First
Last
Email
*
Phone Number
Secondary Phone Number
Next
What is your current age?
*
Over 65
61 - 65
56 - 60
46 - 55
35 - 45
Under 35
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Next
What is your current financial priority?
*
Just getting started
Building my savings
Growing my wealth
Retaining my wealth
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Next
Are you inheriting assets from a loss of a loved one?
*
Yes
No
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Next
Do you have a 401k or IRA?
*
Yes
No
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Next
Please estimate your total investable assets.
*
Less than $25,000
$25,000 - $99,999
$100,000 - $249,999
$250,000 - $999,999
$1,000,000 - $4,999,999
Over $5,000,000
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Next
Are you retired?
*
Yes
No
Previous
Next
How confident are you in your long term financial plan?
*
Very confident
Somewhat confident
Not confident
I don't have a plan
Previous
Next
How quickly would you like to improve your long-term financial strategy?
*
As soon as possible
Within the next 3 months
Within the next year
No specific timeframe
I don't want to make any changes
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Next
Where do you live?
Previous
Next
Do you currently have a financial advisor?
*
Yes
No
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Next
Which of these is most important for your financial advisor to have?
Tax expertise
Investment management expertise
Estate planning expertise
None of the above
current have Secondary
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Next
Are you interested in any other services as well?
Funeral Preplanning
Legal
Realty
Medicare
Long Term Care
Taxes
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Next
Is there any other information you'd like for your MAPP Certified Specialist to know?
Previous
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