Financial Personality Assessment Form How do you feel about your finances? Name(Required) First Last Email(Required) Phone(Required)Comfort Level With Sharing Financial Information(Required)On a scale of 1 to 10 (can't choose 7) How comfortable are you sharing your financial information?1234568910Financial Goals(Required)What are your top 3 financial goals for the next 5 years?Risk Tolerance(Required)How would you describe your risk tolerance when it comes to investments? Very Low Low Moderate High Very High Spending Habits(Required)How often do you create and follow a budget? Never Rarely Sometimes Often Always Savings Behavior(Required)On a scale of 1 to 10 (can't choose 7) How disciplined are you about saving money regularly?1234568910Debt Management(Required)How do you feel about using credit or taking on debt? Avoid it at all costs Use it cautiously Comfortable with manageable debt Use it as a financial tool Financial Knowledge(Required)How would you rate your knowledge of personal finance and investment options? Very Poor Poor Average Good Excellent Emergency Fund(Required)Do you have an emergency fund that can cover at least 3 months of expenses? Yes No Working on it Retirement Planning(Required)How confident are you in your current retirement plan? Not Confident Somewhat Confident Confident Very Confident Investment Preference(Required)Which of the following best describes your investment preference? Conservative (low risk, low return) Balanced (moderate risk, moderate return) Aggressive (high risk, high return) Financial Advice(Required)How often do you seek professional financial advice? Never Rarely Sometimes Often Always Financial Decision-Making(Required)How do you typically make financial decisions? Independently With a partner/spouse With a financial advisor Other (please specify in notes) Bonus QuestionsWhat are your biggest financial challenges you face currently?What does financial success mean to you?What kind of financial advice or support would you find most helpful?Notes:Consent(Required)By submitting this form I am agreeing to allow Pro Financial Insurance Agency Inc., NLB Management LLC, and WestPac Wealth Partners LLC to use my information for the purposes of soliciting insurance and financial products to me. I agree
