Family Survey

Are we a good fit
for your family?

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?
  • Procrastination. We all do it. What best describes your approach to procrastination?
  • Tumultuous times. What do you make of them?
  • How would you describe your investment knowledge?
  • When looking for a wealth management advisor, you're most likely to choose:
  • Love or hate your job, there's always a part of it you don't like. What's your philosophy?
  • This field is for validation purposes and should be left unchanged.