Financial Planning Survey

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FINANCIAL PLAN SURVEY

Name

First Last

1. Are you doing advanced Financial Planning for your clients?

Yes

Some

2. How long have you been providing financial planning services to your clients?

0-5 years

5-10 years

10+ years

3. Would you be interested in outsourcing the data gathering and creation/maintenance of the financial plan?

Yes

4. How much do you charge for your financial planning services? Do you include these services in the AUM fees?

5. Do you charge an annual servicing fee to maintain the financial plan?

6. If so, how much?

7. What areas do you include in your financial plan (check all that apply):

Risk Score Analysis

Behavioral Finance Analysis

Long Term Care Planning

Retirement Planning

Risk Management (Insurance Analysis)

Budget/Emergency Fund Analysis

Big Purchases/Sales Planning

ROTH Conversions

Social Security

Medicare Planning

Estate Planning

Pension Planning

Education Planning

Tax Planning

Other (please provide info in the comments box at the end of the survey)

8. Which Platform/Application do you use?

MoneyGuide Pro Elite

eMoney Pro

Right Capital

eMoney Plus

Orion Financial Planning

Asset-Map

FP Alpha

MoneyTree

Naviplan by InvestCloud

MoneyGuideOne

Covisum

Elements

TIFIN Wealth

Envestnet Logix

Profiles

MaxiFi ESPlanner

Libretto

InStream

Cheshire Wealth Manager

Voyant

PlantechHub

Advice Systems, Inc

None

9. Which Platform/Application would be your first choice?

10. Which Platform/Application would be your second choice?

11. Which Platform/Application would be your third choice?

12. What would make you switch to one of your top three choices?

Not Applicable

Lower Costs

Better services offered by the other provider

Other

Comment(s)

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REDHAWK WEALTH ADVISORS, INC

8500 Normandale Lake Blvd, Suite 960, Minneapolis, MN 55437

Phone: 952.835.4295

Investment advisory services offered through Redhawk Wealth Advisors, Inc., an SEC Registered Investment Advisor.

Contact Us
Address: 8500 Normandale Lake Blvd, Suite 960
Minneapolis, MN 55437
Email: Support@RedhawkWA.com
Phone: 952.835.4295

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FINANCIAL PLAN SURVEY

Our Headquarters

Main Office

REDHAWK WEALTH ADVISORS, INC

8500 Normandale Lake Blvd, Suite 960, Minneapolis, MN 55437

Phone: 952.835.4295

Contact Us

Address: 8500 Normandale Lake Blvd, Suite 960

Minneapolis, MN 55437

Email: Support@RedhawkWA.com

Phone: 952.835.4295

Disclosures

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