You’re One Step Closer To

A Safer, More Confident Retirement.

WELCOME TO

TO THE FINANCIAL CAFFEINE SURVEY

Please complete this survey to get started on your financial journey!

YOU AND THE IRS

If it were up to you, if it was your choice and legal, what percentage of your financial pie would you carve out for the IRS to enjoy? *

I'd carve the smallest slice possible

I’m happy to give them some

I’m happy to carve out whatever they tell me is for them

Do you feel your current retirement strategy is set up to give you the safety and control you want? *

Yes

No

Maybe, I’m not sure

LET'S GET TO KNOW YOU

Are you currently: *

Married

Unmarried (single)

Unmarried (significant other)

Divorced

Do you have any children, if so how many?

YOUR INFO

First Name *

Last Name *

State

Email *

Phone *

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.

Made with ♥ By FINANCIAL CAFFEINE