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Section 5
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Section 6
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Section 7
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Section 8
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Section 9
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Section 10
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Section 11
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Section 12
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Section 13
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Section 14
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Section 15
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Section 16
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Section 17
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Section 18
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Section 19
“If you limit your choices only to what seems possible or reasonable, you disconnect yourself from what you truly want, and all that is left is compromise.” - Robert Fritz
Personal Details
OK ✓
More About You
The following questions relate to your upcoming expenses, goals and how you like to spend your time.
OK ✓
Taking Action and What Success Looks Like
OK ✓
Financial Satisfaction & Organization
1 - Not
satisfied
2
3 - Moderately Satisfied
4
5 - Very
Satisfied
...with my household's income.
...that my household operates on a fairly well thought out budget.
...that I/we live well below my/our means.
...with the level of debt I carry.
...with the amount of money that I save and invest on a regular basis.
...with my current investment choices.
...that I am on track to have sufficient retirement savings.
...with the level of financial education I have attained.
OK ✓
Investor Composure
OK ✓
Your Simple Financial Facts (United States)
The following questions pertain to you and your joint assets. We will ask about your spouse or partner, if applicable, in the next section.

First, we'll ask about facts related to your US finances.
We shall ask about your spouse, if applicable, further on
OK ✓
Dual Citizenship
OK ✓
Your Legal Residency in the US
OK ✓
Permanent Residency Details
OK ✓
Foreign Citizenship & Legal Residency Questions
U.S.
Australia
Other
Two Years
Five Years
Ten Years
In Retirement
We shall ask about your spouse, if applicable, further on
OK ✓
Your Simple Foreign Financial Facts
Now, we'll ask about foreign financial facts. The following questions pertain to you and your joint assets. We will ask about your spouse or partner, if applicable, in the next section.

Please state the country and currency you're referencing. We'll convert back to USD.
OK ✓
Marital Status
OK ✓
Spouse/Partner's Information
OK ✓
Your Spouse/Partner's Simple Financial Facts (United States)
The following questions pertain to your spouse or partner ONLY. If not applicable, SKIP this section.
OK ✓
Dual Citizenship (Spouse / Partner)
OK ✓
Legal Residency in the US (Spouse / Partner)
OK ✓
Permanent Residency Details (Spouse / Partner)
OK ✓
Foreign Citizenship & Legal Residency Questions (Spouse / Partner)
U.S.
Australia
Other
Two Years
Five Years
Ten Years
In Retirement
OK ✓
Simple Foreign Financial Facts (Spouse / Partner)
The following questions pertain to your spouse or partner ONLY. If not applicable, SKIP this section.

*Please state the country and currency you're referencing.
Thank You!
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