Financial Assessment Questionnaire
1. What is your age group?
Under 30
30-40
40-50
50-60
Over 60
2. What is your employment status?
Employed
Self-employed
Unemployed
Student
Retired
3. What is your annual income?
Under $30,000
$30,000 - $50,000
$50,000 - $100,000
$100,000 - $200,000
Over $200,000
4. How much do you have in savings and investments?
Under $10,000
$10,000 - $50,000
$50,000 - $100,000
$100,000 - $500,000
Over $500,000
5. What is your investment experience?
None
Limited
Moderate
Extensive
6. What is your risk tolerance?
Very low
Low
Moderate
High
Very high
7. What is your investment horizon?
Under 1 year
1-3 years
3-5 years
5-10 years
Over 10 years
8. How do you handle market volatility?
I panic and sell
I am concerned but hold
I am unfazed and may buy more
9. What percentage of your income do you save or invest?
Under 10%
10-20%
20-30%
Over 30%
10. What is your primary investment goal?
Wealth preservation
Income generation
Growth
Speculation
Submit