Visitor Questionnaire
Before scheduling a call, we need some basic
information first.
Name
(Required)
Email
(Required)
Number
(Required)
We do things a little differently at 3 Financial Group. Please complete the following as honestly as you can. This will only take a few minutes. Your answers to these questions helps us understand what is important to you.
The statements below will help you think about and assess how satisfied you are with many aspects of your financial life. Select and record your level of satisfaction for each statement.
I am satisfied...
with my ability to meet my financial obligations.
(Required)
1 Not Satisfied
2
3 Moderately Satisfied
4
5 Very Satisfied
with the income my current job or career provides me.
(Required)
1 Not Satisfied
2
3 Moderately Satisfied
4
5 Very Satisfied
with my spending habits.
(Required)
1 Not Satisfied
2
3 Moderately Satisfied
4
5 Very Satisfied
with the level of debt I carry.
(Required)
1 Not Satisfied
2
3 Moderately Satisfied
4
5 Very Satisfied
with the "extras" that I am able to buy for myself and/or loved ones.
(Required)
1 Not Satisfied
2
3 Moderately Satisfied
4
5 Very Satisfied
with the level and quality of insurance protection I currently have.
(Required)
1 Not Satisfied
2
3 Moderately Satisfied
4
5 Very Satisfied
with the amount of money that I save and invest on a regular basis.
(Required)
1 Not Satisfied
2
3 Moderately Satisfied
4
5 Very Satisfied
with my current investment choices.
(Required)
1 Not Satisfied
2
3 Moderately Satisfied
4
5 Very Satisfied
that I am on track to build a sufficient retirement nest egg.
(Required)
1 Not Satisfied
2
3 Moderately Satisfied
4
5 Very Satisfied
with the level of employee benefits I receive.
(Required)
1 Not Satisfied
2
3 Moderately Satisfied
4
5 Very Satisfied
with my style of personal bookkeeping and financial record management.
(Required)
1 Not Satisfied
2
3 Moderately Satisfied
4
5 Very Satisfied
with my ability to provide financial help to family members.
(Required)
1 Not Satisfied
2
3 Moderately Satisfied
4
5 Very Satisfied
with my estate plan.
(Required)
1 Not Satified
2
3 Moderately Satified
4
5 Very Satisfied
We do things a little differently at 3 Financial Group. Please complete the following as honestly as you can. This will only take a few minutes. Your answers to these questions helps us understand what is important to you.
The statements below will help you think about and assess how satisfied you are with many aspects of your financial life. Select and record your level of satisfaction for each statement.
I am satisfied...
with my level of charitable giving.
(Required)
1 Not Satisfied
2
3 Moderately Satisfied
4
5 Very Satisfied
with the level of financial education I have attained.
(Required)
1 Not Satisfied
2
3 Moderately Satisfied
4
5 Very Satisfied
with how I respond emotionally to my personal finance issues.
(Required)
1 Not Satisfied
2
3 Moderately Satisfied
4
5 Very Satisfied
with my ability to communicate about my financial matters.
(Required)
1 Not Satisfied
2
3 Moderately Satisfied
4
5 Very Satisfied
with the feelings I have about my money life.
(Required)
1 Not Satisfied
2
3 Moderately Satisfied
4
5 Very Satisfied
that financial issues do not cause stress or strain in the relationships that are important to me.
(Required)
1 Not Satisfied
2
3 Moderately Satisfied
4
5 Very Satisfied
with the working relationships I have with my financial service providers (i.e. insurance agent, banker, broker, financial planner, accountant).
(Required)
1 Not Satisfied
2
3 Moderately Satisfied
4
5 Very Satisfied
that I am prepared for the unexpected.
(Required)
1 Not Satisfied
2
3 Moderately Satisfied
4
5 Very Satisfied
that I have adequately communicated my wishes to my beneficiaries.
(Required)
1 Not Satisfied
2
3 Moderately Satisfied
4
5 Very Satisfied
that my beneficiaries are prepared and equipped to handle an inheritance.
(Required)
1 Not Satisfied
2
3 Moderately Satisfied
4
5 Very Satisfied
Last question, we promise!
What is your biggest concern when it comes to finances?
Untitled
(Required)
Δ
Name*
Email*
Phone*
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