The Debt Free Destination Plan Survey
RequiredRequired Question(s)
Required 1.
What types of debt do you have?
Car Loans
Personal Loans
Mortgage
Credit Card Debt
Student Loans
Medical Debt
HELOC
All Of The Above
Other  
Required 2.
Which of these items are you most concerned about?
Increased Retirement Income
Reduce Debt
Get Spending Under Control
Reduce Taxes
Increase Savings
College Planning
Organize Finances
Will and Trust
Conversion Alternative
Better Understand Tax Law
When to Start Social Security
All Of The Above
Other  
Required 3.
What type of accounts do you already have? 
Savings
Checking
IRA/401K
Roth IRA
Money Market
Trust
All Of The Above
Other  
Required 4.
Are you making just minimum payments on your debt or are you trying to pay extra? 
Minimum Payments
Pay Extra
Other  
Required 5.
How many years do you think it will take to pay off all of your debt? 
Less Than 1 Year
1-2 Years
3-5 Years
6-10 Years
11-20 Years
I have no idea, help me!
I don't want to think about it
Other  
Required 6.
If I can show you a plan that makes sense to you. It fits in all the right boxes... Not too long, not too short, not too hot, not too cold. You understand it and if there is a cost you are okay with it. And it makes your life not just a little bit better, but a lot better. Would you be willing to make some financial changes?
Yes
No
Other  
Required 7.
On a scale of 1-5, 1 being not interested and 5 ready to take action now, how serious are you about getting to financial freedom?
1 - Not Interested 2 - Somewhat Interested 3 - Not Sure 4 - Like to Learn More 5 - Let's Do This!       
      
  • Comment:

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Required 8.

What is your First Name?

 

50 characters left.
Required 9.

What is your E-Mail Address?

 

50 characters left.
Required 10.
What is a good phone number to reach you at?
 

50 characters left.
Required 11.

Is it okay to text you?

Yes
No
Required 12.
By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Wise Choices Financial are not affiliated companies. 
 

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