Financial Situation Questionnaire
Help us prepare a precise plan for you
First Name
*
Last Name
*
Email
*
Phone
*
I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.
If you were to pass away today, what would happen to your business and loved ones?
Do you have any dependent children?
Number of dependent children
Their ages
Do you have any other dependents?
Number of other dependants
In case of illness or injury preventing you from working, could you maintain your financial obligations?
for how long could you maintain your financial obligations?
Alternative sources of income
If you were diagnosed with a critical illness (3+ months without being able to work), would you have a safety net?
If yes, for how long?
Alternative source of income
Do you own your primary residence?
Solde hypothécaire
$
Estimated value
$
Number of properties
Mortgage balance
$
What types of accounts do you currently have?
How much personal income tax did you pay last year?
$
Would you like to optimize your taxes?
Do you have personal or business debts to restructure?
Do you know your financial independence number?
Estimated amount of your financial independence
$
Are you interested in a FREE financial plan?
Would you be interested in learning more about an additional income opportunity in the financial field?