This is all about Money Management. This strategy has been created to show you how to establish a firm foundation for your financial management and planning.
Your answers to these questions will show us your financial history, your current situation and your future goals. This is important as you start where you are and reach for the stars.
Thank you, in advance, for taking the time to complete this survey in it's entirety. If you have any questions after completing the survey please feel free to reach us. We are here to assist you in understanding your options and finding solutions by sharing our expertise as you progress to experience financial liberation.
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Have you ever spoken with a Financial Advisor before?
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Have you ever spoken with a Financial Advisor before?
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Have you ever had a full Financial Review?
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Have you ever had a full Financial Review?
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Section 2 of 7
Section title (optional)
MarimorLife Star Money: CREDIT
Description (optional)
MarimorLife has created the Star Money Strategies to identify and simplify the areas of finance you need to be aware of to maintain good financial management and planning now and for the future. Let's start by understanding your history, your current situation and your goals regarding credit.
My current credit score is ___. (Please mark the range that is most accurate.)
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My current credit score is ___. (Please mark the range that is most accurate.)
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lower than 500
500-599
600-699
700-749
750-799
800 or higher
I have not checked my credit score in the last 12 months
I have never checked my credit score.
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How many Credit Cards do you currently have? (Do not count Debit Cards)
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How many Credit Cards do you currently have? (Do not count Debit Cards)
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How do you use your Credit Cards?
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How do you use your Credit Cards?
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Emergency Fund
Designated Expenses (gas, food, auto care, vacation, etc.)
Daily living expenses (I charge everything)
I don't have any credit cards
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Do you currently have Student Loans?
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Do you currently have Student Loans?
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How much do you owe on your Student Loans?
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How much do you owe on your Student Loans?
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less than $10,000
$10,000 - $49,000
$50,000 - $99,000
$100,000 - $249,000
$250,000 or more
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Do you have an Auto Loan?
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Do you have an Auto Loan?
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Do you have a Mortgage Loan?
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Do you have a Mortgage Loan?
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Do you have a Debt Management Plan in place currently?
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Do you have a Debt Management Plan in place currently?
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Section 3 of 7
Section title (optional)
MarimorLife Star Money: CASHFLOW
Description (optional)
MarimorLife has created the Star Money Strategies to identify and simplify the areas of finance you need to be aware of to maintain good financial management and planning now and for the future. Let's start by understanding your history, your current situation and your goals regarding cashflow.
(NOTE: CASHFLOW is the accounting for a flow of cash as income that may be used to cover expense. RETIREMENT is when you are no longer required to work in an exchange of hours or activity for income to care for your living expenses.)
What is your current annual income? (Please select the most accurate range)
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What is your current annual income? (Please select the most accurate range)
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less than $20,000
$20,000 - $49,000
$50,000 - $99,000
$100,000 - $249,000
$250,000 - $499,000
$500,000 - $999,000
$1,000,000 or more
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How much are your average monthly expenses?
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How much are your average monthly expenses?
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At what age do you plan to retire? (see definition of retirement above)
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At what age do you plan to retire? (see definition of retirement above)
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35 - 44
45 - 54
55 -64
65 - 74
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How much monthly income do you want to have during retirement?
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How much monthly income do you want to have during retirement?
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Do you have a retirement plan in place now?
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Do you have a retirement plan in place now?
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What type of retirement plan do you currently have in place?
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What type of retirement plan do you currently have in place?
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Section 4 of 7
Section title (optional)
MarimorLife Star Money: Savings
Description (optional)
MarimorLife has created the Star Money Strategies to identify and simplify the areas of finance you need to be aware of to maintain good financial management and planning now and for the future. Let's start by understanding your history, your current situation and your goals regarding savings.
Let's start by understanding your history, your management and your goals regarding savings. There are only two things you can do with money. The first is to save it and the second is to spend it. How are you saving?
Do you currently have a savings account with a bank?
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Do you currently have a savings account with a bank?
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What are you currently saving for, short term? (purchase a new car, purchase a new home, go on vacation, etc.)
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What are you currently saving for, short term? (purchase a new car, purchase a new home, go on vacation, etc.)
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What are you currently saving for, long term? (purchase a new home, sending kids to college, retirement, etc.)
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What are you currently saving for, long term? (purchase a new home, sending kids to college, retirement, etc.)
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Are you prepared to handle an emergency that could cost you $1000? (auto repairs, illness, home repair, etc.)
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Are you prepared to handle an emergency that could cost you $1000? (auto repairs, illness, home repair, etc.)
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Option 1
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Section 5 of 7
Section title (optional)
MarimorLife Star Money: Insurance
Description (optional)
MarimorLife has created the Star Money Strategies to identify and simplify the areas of finance you need to be aware of to maintain good financial management and planning now and for the future. Let's start by understanding your history, your current situation and your goals regarding insurance.
There are many types of insurance. The rule of thumb is that its better to have and not need than to need and not have. The question is, what does that look like for you?
Do you have a life insurance policy?
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Do you have a life insurance policy?
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Yes
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I don't want any insurance
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What type of policy do you have?
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What type of policy do you have?
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Term Life
Whole Life
Universal Life
Annuity
I don't know
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Do you know about the Living Benefits of Life Insurance?
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Do you know about the Living Benefits of Life Insurance?
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I've heard of it but I'm no expert
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Section 6 of 7
Section title (optional)
MarimorLife Star Money: Investment
Description (optional)
MarimorLife has created the Star Money Strategies to identify and simplify the areas of finance you need to be aware of to maintain good financial management and planning now and for the future. Let's start by understanding your history, your current situation and your goals regarding investments.
Let's start by understanding your history, your management and your goals regarding investments.
Are you currently investing?
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Are you currently investing?
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Have you spoken with an Investment Advisor?
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Have you spoken with an Investment Advisor?
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What type of investment interests you the most?
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What type of investment interests you the most?
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Stocks
Real Estate
Business
Digital Currency
Other…
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Section 7 of 7
Section title (optional)
Your Money Strategy
Description (optional)
In this section please let us know what is your interest.
I am interested in getting more information in the following areas: (check all that apply)
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I am interested in getting more information in the following areas: (check all that apply)
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Cashflow
Budgeting
Credit (repair, maintenance, id protection, etc.)
Life Insurance for final expenses
Life Insurance with LIVING Benefits
Investing
Business Development
Get Out Of Debt
Tax Free Retirement
Creating Generational Wealth
Education Expense Planning
Disability Income
Annuities, IRAs, & Rollovers
Long Term Care
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How did you hear about us?
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How did you hear about us?
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Word of Mouth
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Facebook
Instagram
Twitter
LinkedIn
YouTube
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Name: (full name)
*
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Name: (full name)
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Name on Facebook: (if different)
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Name on Facebook: (if different)
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Date of Birth? (including year)
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Date of Birth? (including year)
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Mobile Number:
*
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Mobile Number:
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What Education have you completed?
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What Education have you completed?
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Elementary
Middle School
High School
Trade School
Bachelors Degree
Masters Degree
Doctorate Degree
Community College
Some College/University Courses
Homeschool
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Currently Employed:
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Currently Employed:
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Occupation:
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Occupation:
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Business Owner:
*
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Business Owner:
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Type of Business:
*
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Type of Business:
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Marital Status:
*
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Marital Status:
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Single
Engaged
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Widowed
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How many children do you have?
*
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How many children do you have?
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Ages of your children:
*
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Ages of your children:
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Yes, I'd like to schedule a 1:1 Session with a MarimorLife Advisor:
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Yes, I'd like to schedule a 1:1 Session with a MarimorLife Advisor:
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www.marimorlife.com/sessions
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Have you ever spoken with a Financial Advisor before?
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Have you ever had a full Financial Review?
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MarimorLife Star Money: CREDIT
My current credit score is ___. (Please mark the range that is most accurate.)
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How many Credit Cards do you currently have? (Do not count Debit Cards)
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How do you use your Credit Cards?
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Do you currently have Student Loans?
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How much do you owe on your Student Loans?
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Do you have an Auto Loan?
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Do you have a Mortgage Loan?
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Do you have a Debt Management Plan in place currently?
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MarimorLife Star Money: CASHFLOW
What is your current annual income? (Please select the most accurate range)
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How much are your average monthly expenses?
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At what age do you plan to retire? (see definition of retirement above)
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How much monthly income do you want to have during retirement?
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Do you have a retirement plan in place now?
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What type of retirement plan do you currently have in place?
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MarimorLife Star Money: Savings
Do you currently have a savings account with a bank?
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What are you currently saving for, short term? (purchase a new car, purchase a new home, go on vacation, etc.)
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What are you currently saving for, long term? (purchase a new home, sending kids to college, retirement, etc.)
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Are you prepared to handle an emergency that could cost you $1000? (auto repairs, illness, home repair, etc.)
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MarimorLife Star Money: Insurance
Do you have a life insurance policy?
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What type of policy do you have?
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Do you know about the Living Benefits of Life Insurance?
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MarimorLife Star Money: Investment
Are you currently investing?
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Have you spoken with an Investment Advisor?
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What type of investment interests you the most?
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Your Money Strategy
I am interested in getting more information in the following areas: (check all that apply)
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How did you hear about us?
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Name: (full name)
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Name on Facebook: (if different)
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Date of Birth? (including year)
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Mobile Number:
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What Education have you completed?
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Currently Employed:
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Occupation:
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Business Owner:
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Type of Business:
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Marital Status:
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How many children do you have?
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Ages of your children:
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Yes, I'd like to schedule a 1:1 Session with a MarimorLife Advisor:
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