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Confidential Questionnaire
Life Stage Insights
Life Stage Insights
(415) 598-8566
Personal and Family
lifestageinsights
Please answer the questions above.
age
Birth Date
Retirement age
Number of children
Spouse/Partner First Name
Spouse/Partner Last Name
Contact Information
Life Stages, Priorities, and Events
Family
Expecting to get married soon
Expecting a new child
Have young children
Have children in college or about to enter college or university
Have adult children
Have child with special needs
Empty nesting
Have grandchildren
Expecting a grandchild
Providing caregiving for a family member
Recently divorced or divorcing
Recently widowed
Work and careers
Currently working
Self-employed
Experiencing a change in job or career
Starting a business
Selling a business
Other financial events & priorities
Making significant charitable contributions
Preparing for education expenses
Managing debt (including student loans)
Receiving a significant inheritance
Expecting major health care or long-term care expenses
Significant decrease in income or net worth
Significant increase in income or net worth
Estate planning
Financial Information
Approximately what is your annual household income?
Approximately how much are your investable assets (i.e. the amount you hold in cash, bank accounts, and investment accounts)?
Please check your information at the top of this form.
Your information has been submitted. Thank you!