Customer Intake Understanding Your Current Financial Profile What is your current annual household income? How much do you expect your income to change in the next 3-5 years? What is the current market value of your assets? (This includes your home) Do you feel you have enough money across your accounts to cover emergency situations? Yes No How long could you survive on your emergency fund? How long have you been investing in the stock market? At what age do you expect to retire? Do you feel your finances are secure enough for retirement? Yes No Please check the following accounts that you have: 401(k) Pension IRA Roth IRA SEP Stocks Bonds Mutual Funds Money Market Funds ETFs CD(s) Annutiy Other Assets