Section 1
Basic Profile
Contact
Your name and contact information
Age range
What is your age range?
18–24
25–34
35–44
45–54
55+
Employment
What is your current employment status?
Employed
Self-employed
Business owner
Student
Unemployed
Annual income
What is your annual income range?
Under $50,000
$50,000 – $100,000
$100,000 – $250,000
$250,000+
Section 2
Financial Goals
Goals
What are your primary financial goals?
Select all that apply
Improve my credit score
Pay off debt
Organize finances / budgeting
Start investing
Grow investment portfolio
Build long-term wealth
Buy a home in 1–3 years
Create passive income
Financial confidence
How confident do you currently feel about your finances?
Extremely overwhelmed
Unsure but improving
Fairly confident
Very confident
Open response
What are you currently trying to fix or improve financially?
Open response
What has been your biggest financial challenge so far?
Service interest
Which services are you interested in?
Select all that apply
Credit repair & credit building
Banking setup & budgeting system
Investment portfolio building
Not sure — I need guidance
Readiness
How serious are you about improving your financial situation right now?
I'm researching options
I want to start within 30 days
I'm ready immediately
I need urgent help
Section 3
Banking & Cash Flow
Spending habits
Do you currently spend more than you earn?
Yes
No
Sometimes
Financial awareness
Do you track your spending?
Yes
No
Sometimes
Banking institution
Who do you currently bank with?
Select all that apply
Chase
Bank of America
Wells Fargo
Citibank
Credit union
Online bank (Chime, SoFi, etc.)
Community / regional bank
Other
Banking
How many bank accounts do you actively use?
1
2–3
4+
Savings structure
Do you have a separate savings account?
Yes
No
Automation
Do you automate savings?
Yes
No
Not sure
Money management
How would you describe your current money management system?
Very organized
Somewhat organized
Not organized
I don't have a system
Section 4
Liabilities & Financial Obligations
Debt status
Do you currently have debt?
Yes
No
Debt amount
Estimated total debt amount?
Under $5,000
$5,000 – $25,000
$25,000 – $100,000
$100,000+
Debt types
What types of debt do you have?
Select all that apply
Credit cards
Student loans
Auto loans
Personal loans
Medical debt
Other
Section 5
Credit Positioning
Credit score
What is your estimated credit score?
Under 580 — Poor
580–669 — Fair
670–739 — Good
740+ — Excellent
I don't know
Credit history
Have you experienced any of the following?
Select all that apply
Late payments
Collections
Charge-offs
High utilization
Bankruptcy
None of the above
Section 6
Wealth Strategy
This assessment is intended to assess your investment and risk profile for the purpose of matching you with appropriate services. It does not constitute personalized financial, tax, or investment advice.
Experience
Have you invested before?
Yes
No
Knowledge level
How familiar are you with investing?
Beginner — I'm just getting started
Intermediate — I understand the basics
Advanced — I actively manage investments
Portfolio goal
What would be the primary purpose of your portfolio?
Select all that apply
Retirement
Wealth building
Income generation
Major purchase (home, business)
Legacy (passing down wealth)
Investment strategies
Which investment strategies interest you most?
Select all that apply
Long-term investing
Growth investing
Dividend / income investing
Technology-focused investing
Real estate investing
Alternative / speculative (crypto)
Not sure yet
Time horizon
When do you expect to start withdrawing from this portfolio?
0–3 years
3–5 years
5–10 years
10–15 years
15+ years
Income need
Do you need income from this portfolio right now?
Yes, I need consistent income
Some income would be helpful
No, I want growth
Risk reaction
If your portfolio dropped 20% in a year, what would you do?
Sell everything to prevent further loss
Reduce risk and move to safer assets
Stay invested but feel uncomfortable
Stay invested confidently
Buy more while prices are lower
Growth vs. stability
Which matters more to you?
Protecting what I have (capital preservation)
Balanced growth and protection
Maximizing growth
Contributions
Will you contribute regularly to this account?
Yes, monthly or weekly
Occasionally
No, this is a one-time investment
Monthly contribution amount
$0 – $250
$250 – $1,000
$1,000 – $5,000
$5,000+
Authorization
Client Agreement
ElaVar Advisory Group · Your information is private and secure.