Compatibility Survey I Trinity Wealth Management

Compatibility Survey

FIND YOUR FINANCIAL MATCH

Help us get to know you better

This form includes a series of questions about your personal status, current financial situation and financial goals. Your responses will help us gain a clearer understanding of your circumstances and determine if Trinity Wealth Management is the right fit for you.

Are you an individual or couple seeking financial help? *

Are you an individual or couple seeking financial help?

Individual Couple

Relationship Status

Do you currently have a financial plan in place? *

Do you currently have a financial plan in place?

Yes, a comprehensive plan Yes, but it’s outdated No, I do not have a financial plan

Which best describes your current financial situation and planning needs? *

Which best describes your current financial situation and planning needs?

I am mid-career. I have built a solid foundation, but as my financial situation becomes more complex, I need to ensure I’m on track for a secure retirement. I am planning to retire within 10 years. I need to confirm that my retirement plans are on track and develop strategies to sustain my finances throughout retirement. I will be retiring soon. I need to finalize my plans and make sure I have a clear strategy to maintain my lifestyle and financial security. I am already retired. I’m looking for help managing my retirement income and ensuring my investments last throughout my retirement years. I have come into a large sum of money and need professional guidance on how to effectively manage and invest it for my future. I am a business owner looking for help with my retirement plan, 401k, tax saving strategies, and/or exit strategies.

What are you looking for help with? (check all that apply) *

What are you looking for help with?

How would you describe your total liquid net worth (investable assets)? *

How would you describe your total liquid net worth (investable assets)?

Is there anything else you want us to know? *

Is there anything else you want us to know?