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  2. 2013
  3. June
  4. F
  5. Financial Questionnaire
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Your Financial Wellness is important! The following questions should take you about 10 or so minutes to complete. This will help our Advisers prepare prior to your meeting with them. Our goal is to help you make sense of your financial life in any way we can. What a great benefit offered by your company!

Please keep in mind that any and all information provided is kept in confidentiality. Your information is only used to assist our Advisers as they help you.
 
 
 
What would you like us to help you with?
 
Help me decide how to invest my 401(k) account
 
Help me determine how much I should be saving
 
I have debt and need to figure out how to deal with it
 
I have investment accounts other than my 401(k) and need to make sure everything is working together
 
I have other general financial questions that I need help with, such as: insurance, inheritance, estate planning, refinancing my house, college savings, etc...
 
Something else
 

 
 
To ensure we’re talking to the right person, tell us your first and last name
First Name : 
Last Name : 
 
 
What is your preferred phone number and email address?
* Phone : 
* Email Address : 
 
 
 
When were you born?
 
 
 
What company do you work for?
   
 
 
 
Do you have a spouse, or significant other?
 
No
 
Yes
 
Soon to be...
 
 
 
Do you have any children?
 
No
 
Yes
 
Soon to be...
 
 
 
What's most important for you regarding your 401(k) account? (rank in order of importance...drag and drop)
Drag your choices here to rank them
     
     
     
    Another ranking question...Rank the following in the order that best fits your perspective:
    Drag your choices here to rank them
       
       
       
      How else can Human Investing help you? Do you think we're cool and hip?
         
       
      *Your privacy is a primary concern for us. Any information you input on this form or that you share with us in person is held in full confidence and is only used to help our advisors make recommendations for your account. Keep in mind that you can always contact Human Investing at 503.750.5052 or email us at [email protected].