2. How to Complete Your Financial Profile

In this class, we will guide you through the questionnaire that must be answered before financial planning can begin. You will share your information with us such as your salary, goals for retirement, assets and other key points we will need to produce an accurate financial plan.
  1.  Click the “Let’s Get Started” button.
  2.  Answer the questions about your financial concerns and family information.
  • Note that any numerical fields, like Salary and Bonus, will not accept any punctuation. Please enter numerals only in numerical fields.
  • Note that you may enter a goal/expense as a one-time event or an annually recurring expense.
  • You’ll be asked for assets and property you own. You can enter in “Real Estate”, “Business” or “other Property”. “Other Property” generally includes appreciating assets, such as art and other collectibles.


Congratulations! You’ve finished your financial profile and you’re ready to begin organizing your financial life. Click “Take me to my website” to get your first peak. 

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Let’s move on to the next step: