Cedar Financial Advisors

Name * First Last
Home Address
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Company

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Job Title

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Business Address
Street Address Address Line 2 City State / Province / Region Postal / Zip Code Country

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Personal Email
Business Email
Preferred Email *

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Birthday MM / DD / YYYY
Citizenship
Marital Status
Anniversary MM / DD / YYYY
Anniversary date if married
Children

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Grandchildren

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I/we currently own (Check All That Apply)
Money Market Account(s) Certificate(s) of Deposit Checking/Savings Account(s) Mutual Funds Individual Stocks IRA (Roth, SEP, SIMPLE, Inherited, etc.) Company Retirement Plan (401k, 403b, etc.) Non-Cash compensation (Options, Restricted Stock) Rental Property Real Estate Business Farm Cash Value Life Insurance Annuities Other
Please describe your primary financial concerns. Why are you seeking advice?
What are you looking for in an advisor? What would a good relationship look like?
What important is happening in your life now or in the near future?
Generally, how much are you able to save each year either into retirement plans at work, IRA, college funding programs or other investments?
How would describe your investment experience level and number of years of investing?
How would you describe the investment choices you have made (conservative, aggressive, etc)?
How did you learn about Cedar Financial Advisors? From Whom?
Financial Life Checkup

The statements below will help you to think about and assess how satisfied you are with the aspects of your life. Rate each statement.

I am satisfied...
	Strongly Disagree	Disagree	Agree	Strongly Agree
1. with my ability to meet my financial obligations.	1	2	3	4
2. with the income potential my current job or career provides me.	1	2	3	4
3. with my spending habits.	1	2	3	4
4. with the level of debt I carry.	1	2	3	4
5. with the “extras” that I am able to buy for myself and/or loved ones.	1	2	3	4
6. with the level and quality of insurance protection I currently have.	1	2	3	4
7. with my amount of money that I save and invest on a regular basis.	1	2	3	4
8. with my current investment choices.	1	2	3	4
9. that I am on track to build a sufficient retirement nest egg.	1	2	3	4
10. with the level of employee benefits I receive.	1	2	3	4
11. with my style of personal bookkeeping and financial records management.	1	2	3	4
12. with my plans for my children’s and/or grandchildren's education.	1	2	3	4
13. with my estate plan.	1	2	3	4
14. with my level of charitable giving.	1	2	3	4
15. with the level of personal financial education I have attained.	1	2	3	4
16. with how I respond emotionally to my personal finance matters.	1	2	3	4
17. with my ability to communicate about my financial matters.	1	2	3	4
18. with my feelings I have about my money life.	1	2	3	4
19. with my ability to care for my parents, if the need arises	1	2	3	4
20. that my financial issues do not cause stress or strain the relationships that are important to me.	1	2	3	4
21. with the working relationships I have with my financial service providers (insurance agent, banker, financial planner, broker and accountant).	1	2	3	4

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Cedar Financial Advisors

Financial Life Checkup