Questionnaire

Please complete the below preliminary questionnaire to be matched with a CERTIFIED FINANCIAL PLANNER™. Your answers will only be shared with your matched CFP®.

After submitting this questionnaire, you can expect an email from a member of the REI team connecting you with your partner CFP® to schedule your first meeting.

"*" indicates required fields

Personal Information

*First Name:*

*Last Name:*

*Mobile Number:*

*Personal Email:*

*Date of Birth:*

*Preferred Pronouns:*

*Life Status:*

Significant Other

*Spouse/Partner's Name:*

*Spouse/Partner's Date of Birth:*

Children

*Do you have children?*

YES

Children's Names & Birthdates:

*Do you have any other dependents?*

YES

Other Dependents & Relationships:

Financial Position

*Student Loans Balance (approximate value)*

My Spouse/Partner's Student Loans Balance (approximate value)

Checking/Savings (approximate value)

Credit Card Balance (approximate value)

Your Employment

*Year of Graduation: (medical school)*

*Graduate of what medical school?*

Employer/Hospital:

*Specialty:*

Salary:

What is your greatest fear? (financial or personal):

*Desired "Retirement" Age:*

Other Information

Current Financial Advisor/Firm:

What about the presentation was most helpful to you?

Comments

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