finsie.ai | Ask Finsie

Your inquiry may be best handled by a human financial advisor who can recommend specific guidance for your situation. In order to connect you with the right one, we will collect some information from you.

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What is your email address?

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What is your name?

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What year were you born? Financial needs evolve throughout life.

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In what ZIP code do you reside? We’ll show professionals who can serve you.

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What is your profession? Certain fields call for specialized advice.

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What is your phone number? Your information is only shared with the financial pros with whom you choose to work and is never sold.

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Which professional services are you interested in? You are always in control of what engagements you book.

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Financial planning

Investment management

Trust formation

Insurance (Home, life, disability, umbrella)

Mortgage financing

Executive or career coaching

Other

What is your partnership status? Marital status can contribute to financial complexity.

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Married

Single

Engaged

Divorced

Separated

Widow/Widower

Prefer not to say

Phew. We’re halfway done. Do you discuss finances with your parents, children or other family generations? This helps us find pros who specialize in estate planning.

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Do you have any children for whom you are financially responsible? This helps us anticipate your planning needs.

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Yes

How old are your children? This helps us anticipate your planning needs.

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Do you own your home? Homeownership can be an integral part of financial planning.

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Do not own a home, no plans to buy

Do not own a home, do plan to buy in the next 12 months

One home

More than one home

Do you own a business? Business owners manage additional monetary complexity.

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What is your household income? Our professionals can craft custom financial plans at any asset level.

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Less than $40,000

$40,000 - $74,999

$75,000 - $99,999

$100,000 - $149,999

$150,000 - $249,999

Over $250,000

What are your estimated investable assets? Our professionals can craft custom financial plans at any asset level.

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Less than $25,000

$25,000 - under $100,000

$100,000 - under $250,000

$250,000 - under $1,000,000

$1,000,000 - under $5,000,000

Over $5,000,000

What is your current household debt (excluding mortgage)? Debt management is appropriate in all financial plans.

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$1 - $10,000

$10,000 - $25,000

$25,001 - $50,000

$50,001 - $100,000

Over $100,001

What are the sources of your household debt? Debt management is appropriate in all financial plans.

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Student Loans

Credit Cards

Personal Loans

Automobile Loans

Business Loans

Medical Loans

Other

Check all of the following that are very important to you.

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Eliminating debt

Establishing emergency savings

Saving for major needs

Reducing tax liability

Leaving a legacy

Protecting my assets

How confident do you feel about your current financial situation?

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Very confident

Pretty confident

A little confident

Not at all confident

How comfortable are you with investing?

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Thank you. That concludes the data collection.