Discovery questionnaire

Collect essential financial data and client aspirations to efficiently prepare for initial advisor consultations.

Hosted by Eleanor · 7 questions

Every question in this template

Eleanor asks each of these questions on video, in this order.

01
Which stage of life are you in?
Multiple choice
Eleanor says: “Which stage of life best describes you at the moment?”
Building my career · Raising a family · Approaching retirement · Already retired
02
What would you like help with?
Multiple choice
Eleanor says: “What would you like help with? Choose all that apply.”
Planning for retirement · Investing · Saving for education · Buying a home · Passing wealth to family
03
What does financial security look like to you?
Video, voice or text answer
Eleanor says: “Picture ten years from now. What does a good financial life look like?”
04
How much do you have saved or invested?
Dropdown
Eleanor says: “Roughly how much do you have saved or invested today?”
Under $50,000 · $50,000 to $100,000 · $100,000 to $250,000 · $250,000 to $500,000 · $500,000 to $1 million · Over $1 million · I'd rather discuss in person
05
How confident do you feel about your finances?
Star rating
Eleanor says: “And how confident do you feel about your finances right now?”
06
About this questionnaire
Consent
Eleanor says: “Just so you know, this isn't advice yet, and your answers stay private.”
07
Your contact details
Contact details
Eleanor says: “Finally, how may I reach you to arrange our first meeting?”