Personal Questionnaire

Site Navigation

		Personal Blog

		About Luis Simon

		Services Offered

		Testimonials

		Client Center

		Contact Us

Luis Simon BA, CFP

Mutual Funds sold through
Ten Star Financial Inc.

Financial Planners Standards Council

Personal Questionnaire

Home / Questionnaires / Personal Questionnaire

5 Key Issues Questionnaire

Complete this short questionnaire and check the box that reflects your present situation. Your response to the questions will serve as discussion points when we meet.

Are you satisfied with the quality of advice and service you are receiving from your advisor(s)?

Yes, we are receiving excellent service
No, we rarely hear from our advisor
We don't have an advisor

Do you have a financial plan that addresses your short, medium, and long-term goals?

No, we don't have a plan
Yes, a plan is already in place
We have a plan but it hasn't been updated in years

Is the difference between what you OWN and what you OWE:

Getting wider
Getting narrower
Staying the same

Are your finances crash-tested against a major healthcare risk?

Yes, we have a plan that addresses potential risks
Not worried, we have enough financial resources
Not sure, would like assistance to review our exposure

When was the last time you reviewed your investment strategy?

More than three years ago
One to three years ago
Less than one year ago

If you would like to make additional comments, please enter them here.

My office adheres to the "Do Not Call Legislation". Do we have your permission to call you by phone to schedule an appointment?

Yes
No

First Name:

Last Name:

Phone:

Email:

If you are a referral, please provide the name of the person who referred you.

Verification: *Please enter the characters as shown in the image below.

Luis Simon (306) 569-3120

Disclaimer