Financial Planning Survey Form

All responses will be kept confidential.

Home › Financial Planning Survey Form

Have you started planning your post-career future yet? Please complete the form below and a member of CBM’s financial planning team will reach out to make recommendations based on your particular situation.

1. Are my investments protected for retirement and, eventually, for my children?

2. Will I run out of money if I enjoy retirement to age 100?

3. Can long-term care expenses destroy my family's security?

4. Am I prepared for another stock market downturn?

5. Does my financial adviser address what other non-investment issues could affect my lifestyle?

6. Do I understand what I am paying for financial planning and/or investment advice? Do I always value and trust the advice?

7. What about taxes? Are my investments tax efficient?

Name

Email Address

Phone Number

Is there anything else you would like us to know about your long-term financial position?

Debora E. May, CPA, CFP®, CDFA®

About Debbie

Judith P. Barnhard, CPA, CFP®, CDFA®

About Judy

Aleksandr S. Seleznev, MBA, CFP®, CFA

About Alex

Jane Ochsman Rowny, CPA, CFP®, CDFA®

About Jane

"*" indicates required fields

Financial Planning Survey Form

JOIN OUR COMMUNITY!

Subscribe to CBM’s professional insights.