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Yes, a comprehensive plan Yes, but it’s outdated No, I do not have a financial plan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

CONTACT US

We’re here to help.

A dream without a plan is just a wish. Are you ready to take the first step towards making those dreams a reality? Fill out our contact form to get started on your path to financial success.

Take our compatibility survey

Help us get to know you. Follow the link below to complete our brief compatibility assessment.

Take the Survey

Office

899 Cassatt Road | Suite 120 Berwyn, PA 19312

Office: (610) 296-2020

Fax: (610) 296-2188

FINRA Series 7, 66, and 65