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Home
Our Firm
Kinship Experience
Kinship Community
- Client Experience
Resources
Contact Us
- Contact Us
- Tell A Friend
Client Access
- eMoney

Thank you for joining our survey.

Please provide your information below to continue to the survey.

Name *

Phone *

Email Address

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Where are you in your investing journey?I'm new to investingI have been doing my own investingI have previously worked with an advisorI have an advisor but am considering a changeOther

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Check all that apply.

Which of the following financial needs do you need help with?I'm buying a homeI'm saving for educationI'm looking for investment guidanceI'm planning for the life I want in retirementI'm going through a life transition

3 of 11

Check all that apply.

Do any of these specialized planning needs apply to you?I own my business or I'm in my company's C-SuiteI would like to sell my businessI'm looking for family office type servicesI'm looking for services on behalf of my companyI'd like guidance in working with charities or non-profitsI have a child with Special NeedsI'm interested in financing a large purchase (such as a yacht or fine art)None of these apply to me

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What ways would are you comfortable to meet with your advisor?In PersonZoomPhone Call

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When you need an in-person meeting, where would you like it to be held?My advisor's officeMy home or officeI have no preference

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About how often would you like to have regularly scheduled meetings with your advisor?Once a yearA couple of times a yearEvery few monthsOnce a monthOther

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Check all that apply

Tell us some basic details and information about yourself.MarriedHave ChildrenDivorcedWidowedEmployedRetiredAge 20-30Age 30-40Age 40-50Age 50-60Age 60+Household Demographics

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How much investible assets do you currently have?0-300,000300,001-650,000650,001-1,000,0001,000,001-2,000,0002,000,001-4,000,0004,000,000+

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What type of accounts do you currently have?

Select all that applyCurrent Employer 401k or qualified planOld Employer 401k or qualified planIRARothJoint or Individual Investment AccountBank

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Check all that apply

What are the most important aspects of working with an advisor?CommunicationServiceResponse timeHours of operationListening SkillsEducationLocationReturnsComprehensive Advice

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