Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form. you Have of Step 1 of 3 What would you like to accomplish? In one or two sentences, tell us what’s on your mind and what you would most like to accomplish financially. There’s no right or wrong answer. In one or two sentences, what would you most like to accomplish financially? *Have you worked with a financial advisor before?Yes, currentlyYes, in the pastNo, this would be my first timeContinue Step 2 of 3 Tell us a bit about yourself and your family 1. Citizenship and Immigration StatusWhich option best describes your current citizenship or immigration status? *U.S. citizenU.S. permanent resident (green card holder)G-4 visa holderOtherAdditional details (optional)2. Household OverviewTell us briefly about your household (optional). Number of family members and their approximate ages Any financial responsibilities toward extended family members, if applicable 3. Time Horizon to RetirementHow far are you from retirement? *Under 1 year2–5 years6–10 yearsMore than 10 years4. Staff Retirement Plan What is the value of your Staff Retirement Plan Defined Benefit (DB) and Cash Balance (CB) components? (You can see them in your Staff Retirement Plan Monthly Statement) Single Line Text *5. Allocation Within Your Cash BalanceApproximately how much of your Cash Balance is currently allocated to the Real 3% option? *100%76–99%51–75%26–50%1–25%0%What influenced this allocation? (Optional)6. Cash and Cash EquivalentsApproximately how much do you hold in cash or cash equivalents? Includes savings accounts, CDs, credit union accounts, and similar holdings. *Over $2M$1M – $2M$500K – $1M$100K – $500KUnder $100K7. Other Investment Accounts List the approximate balances and institutions where you hold other investment accounts, if applicable.Paragraph Text *BackSchedule a Time
