Financial Freedom™ Questionnaire Welcome to your Financial Freedom™ Questionnaire First and Last Name Company Email Phone Number Address Please include Address, City, State and Zip Code. If you have already been paired with a Tulsa Wealth Advisor financial planner, please select which one: If you have not been paired with a Tulsa Wealth Advisor financial planner yet, please skip this question and continue the survey. Please select your answer Mike Mazzei, CFP®, MPAS® David Moore, MPAS®, RFC Derrick Sands, CFP® Jeremy Lott, CFP® Dennis Zeimet, CFP® Andrew Locke, CPA, AIF® Ian Kiefer, CFP® Allison Stong, RFC® Jeffrey Small, CFP® Taylor Bennett, MBA Do you have clear life and financial goals? Choose a number from [1] to [5] that best indicates where you are currently. [1] being you do not have clear life and financial goals and [5] being you have very clear life and financial goals. 1 2 3 4 5 Do you have a step-by-step action plan to achieve these goals? Choose a number from [1 ] to [5] that best indicates where you are currently. [1] being you do not have step-by-step action plan in place to achieve your goals and [5] being you have a detailed step-by-step action plan in place to achieve your goals. 1 2 3 4 5 Do you have your investments well organized and properly diversified? Choose a number from [1] to [5] that best indicates where you are currently. [1] being your investments are very scattered, disorganized and poorly mixed and [5] being your investments are very organized and properly diversified. 1 2 3 4 5 Do you have a transition plan in place for your estate? Choose a number from [1] to [5] that best indicates where you are currently. [1] being you do not have a transition plan in place for your estate and [5] being you have a detailed transition plan in place for your estate. 1 2 3 4 5 Do you review your financial vision, goals, plan and progress on a regular basis? Choose a number from [1] to [5] that best indicates where you are currently. [1] being you never review your financial vision, goals, plan and progress and [5] being you regularly review you financial vision, goals, plan and progress. 1 2 3 4 5 Tell us a little bit about yourself and why you are interested in talking with a financial planner. What are your greatest passions or desires at this point? (Children, Grandchildren, Charity, Ministry, Hobby) What are your greatest concerns at this point? (Parents, Children, Health, Losing Money, Running out of Money, Passing on Wealth) What could happen in the future that could positively or negatively impact your finances? (Inheritance or Selling a Business, Illness or Job Loss) What do you hope to achieve by going through our process? Time is Up! Time's up
