Financial Health Check
If you are interested in a financial consultation call from one of our advisors, please take the two questionnaires listed below. Both questionnaires should take approximately 5 – 10 minutes.
Your privacy is our top priority. Your responses to both questionnaires are sent securely to the Laurus Financial Group team. Any information provided in the questionnaires will not be distributed to any other person or business.
Like your physical health your financial health is important. It is widely accepted that practicing a healthy lifestyle throughout your life has long-term benefits. The same can be said for your finances. The financial decisions you make now may have a long-term impact on your financial future. When seeing a new medical professional, you are often asked questions like, what is your medical history, your activity level, and your current lifestyle? It is similarly beneficial for us to have some basic financial information about you. Like many of us have experienced when filling out a medical history form, some questions may feel personal. You will have the option to leave questions blank if would prefer to discuss topics over the phone with an advisor. Finding the right Doctor for you is important. Like a relationship with a Doctor, a relationship with an advisor can last the rest of you life and is strengthened through trust, honesty, capability, and knowing your well-being is their objective. Even if you have a Doctor you trust with when it comes to major decisions or diagnoses it is common practice to get second opinion. Getting second opinion on your investments from an advisor independent of the one you are currently with can give you reassurance that your finances are being properly managed, or areas in your portfolio that These questionnaires are our version of a medical history form. Simply allowing us to prepare to speak with you with more preparedness and efficiency whether your goal is to start investing or to get a second opinion.
Step 1: Lets find your Risk Number! Please click the “Risk Assessment” link below. This questionnaire will provide the team with a quantitative measurement of the amount of risk or variability you are willing to withstand in your investment returns.
Step 2: Lets get to know you! Please click the ”Financial Health Check” link below, this questionnaire will provide us with information regarding your goals and concerns as well as the gather contact information and best methods and times to contact you.
