HENRY - Getting Started | Journey Financial Services

Who are you?

First Name *

Last Name *

Age *

Phone *

Email Address *

Are you married?

Yes

No

If yes:

Spouse's Full Name

Spouse's Age

Do you have children?

Yes

No

If yes:

No. of Children

Ages of Children

What do you want to talk about?

Select all that you have questions on:

Am I saving enough to eventually retire?

Am I saving enough for other financial goals?

Do I need additional disability or Long Term Care insurance?

Should I be contributing to a health savings account?

Should I be paying off my debt?

How much do I need in an emergency fund?

Am I getting the most out of my employer’s retirement plan?

Should I payoff my mortgage?

How do I pay for my kid’s education?

Do I need more, less or difference life insurance?

Do I have the right type of medical coverage?

Are my investments properly diversified?

How can I reduce my tax liability?

Should I be contributing to a Roth?

Help me best utilize all my employer benefits?

Do I need a will or a trust?

How do I start my own business?

Can I get a tax deduction for my charitable gifts?

Too many questions, not all are listed...

All of the above...

Where are you today?

Budget NOW

Total monthly mortgage payment(Principal, Interest, Taxes and Insurance aka PITI)

Total monthly debt payments

Total other living expenses

Total monthly expenses(calculated from adding monthly mortgage payments + monthly debt payments + other living expenses)

Total monthly savings

How much is left at the end of an average month?

Budgeting Tools

Do you use a spending tracker linked to bank accounts and credit cards?

Yes

No

Would you use a tool if you had access to one?

Yes

No

Maybe

Your level of investment knowledge

I do not know the difference between a stock and a bond

I know the basics about stocks, bonds and mutual funds

I am quite knowledgeable about various types of investments

How have you been saving for retirement and/or other goals? (Check all that apply.)

I and/or spouse have individual retirement accounts

I and/or spouse have employer sponsored retirement plans (401k, 403b, 457, etc)

I and/or spouse have a pension plan

I and/or spouse have purchased an annuity

I have a taxable investment account

Savings account

Checking account

Other:

Total amounts saved for other things such as "start a business, inheritance, buy a second home, emergency, etc"

none

<250,000

$250,001 - $500,000

$500,001 - $1,000,000

$1,000,001 - $2,000,000

>$2,000,001

What % of your income is going to Federal income taxes, State income taxes and FICA?

Less than 20%

More than 20% but less than 30%

More than 30%

Unsure

Where will your stuff (valuables) go when you’ve said your last good-byes?

Getting StartedHigh Earners Not Rich Yet (HENRY)

Who are you?

What do you want to talk about?

Where are you today?

Budget NOW

Budgeting Tools

Levels of risk you are willing to take (or not)

Professional