Link Financial Advisory

Financial Diagnostic Questionnaire

Congratulations on taking the first steps towards building your financial plan by completing this questionnaire! This questionnaire will allow you to tell us a bit about yourself, your current financial position and your financial goals.

Using the information you provide, we will be able to review your specific situation and tailor a financial plan with solutions catered to your unique goals. Please take time to answer these questions accurately as the better information you provide us, the more accurate the solutions we will be able to provide you.

To complete the questionnaire, you should plan on spending between 15-30 minutes on it, depending on your situation. The following questionnaire is designed to help us turn over every stone regarding your financial picture so that, working together, we can maximize the positive financial impacts for yourself and your family.

With Great Expectations,

Your Link Financial Advisory Team

If you could retire today with NO debt, NO mortgage/rent, and NO kids in the house, how much money per MONTH do you think you'd need to live comfortably? *

At what age would you like to be able to retire (not saying you have to stop working, just that you could if you wanted to)? *

What is your date of birth? *

If married, what is your spouse's date of birth?