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Section 1 of 7
MarimorLife Money Strategies Survey
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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Yes
No
Other…
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Have you ever had a full Financial Review?
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Yes
No
What does a full financial review include?
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add "Other"
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Section 2 of 7
MarimorLife Star Money: CREDIT
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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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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or
add "Other"
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How many Credit Cards do you currently have? (Do not count Debit Cards)
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(0 points)
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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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or
add "Other"
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(0 points)
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Do you currently have Student Loans?
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Yes
No
Maybe
Other…
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(0 points)
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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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or
add "Other"
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Do you have an Auto Loan?
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Yes
No
Maybe
Other…
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(0 points)
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Do you have a Mortgage Loan?
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Yes
No
Maybe
Other…
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(0 points)
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Do you have a Debt Management Plan in place currently?
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Yes
No
Maybe
Other…
Add option
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(0 points)
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Section 3 of 7
MarimorLife Star Money: CASHFLOW
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)
Question Type
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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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or
add "Other"
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How much are your average monthly expenses?
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(0 points)
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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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or
add "Other"
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(0 points)
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How much monthly income do you want to have during retirement?
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(0 points)
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Do you have a retirement plan in place now?
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Yes
No
Maybe
Other…
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What type of retirement plan do you currently have in place?
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Section 4 of 7
MarimorLife Star Money: Savings
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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Yes
No
Maybe
Other…
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(0 points)
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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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(0 points)
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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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Option 1
Yes
No
Maybe
Other…
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(0 points)
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Section 5 of 7
MarimorLife Star Money: Insurance
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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Yes
No
I don't qualify
I don't want any insurance
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or
add "Other"
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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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or
add "Other"
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Do you know about the Living Benefits of Life Insurance?
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Yes
No
I've heard of it but I'm no expert
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or
add "Other"
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Section 6 of 7
MarimorLife Star Money: Investment
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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Yes
No
Add option
or
add "Other"
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(0 points)
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Have you spoken with an Investment Advisor?
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Yes
No
Add option
or
add "Other"
Answer key
(0 points)
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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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(0 points)
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Section 7 of 7
Your Money Strategy
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)
Question Type
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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
Other…
Add option
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(0 points)
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How did you hear about us?
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Word of Mouth
Text Message
Facebook
Instagram
Twitter
LinkedIn
YouTube
Other…
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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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(0 points)
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Mobile Number:
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Answer key
(0 points)
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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
Other…
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(0 points)
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Currently Employed:
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No
Full-Time
Part-Time
Other…
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(0 points)
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Occupation:
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Answer key
(0 points)
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Business Owner:
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No
Full-Time
Part-Time
Other…
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(0 points)
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Type of Business:
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Answer key
(0 points)
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Marital Status:
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Single
Engaged
Married
Separated
Divorced
Widowed
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or
add "Other"
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(0 points)
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How many children do you have?
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(0 points)
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Ages of your children:
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Answer key
(0 points)
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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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add "Other"
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Have you ever spoken with a Financial Advisor before?
Copy
No responses yet for this question.
Have you ever had a full Financial Review?
Copy
No responses yet for this question.
MarimorLife Star Money: CREDIT
My current credit score is ___. (Please mark the range that is most accurate.)
Copy
No responses yet for this question.
How many Credit Cards do you currently have? (Do not count Debit Cards)
Copy
No responses yet for this question.
How do you use your Credit Cards?
Copy
No responses yet for this question.
Do you currently have Student Loans?
Copy
No responses yet for this question.
How much do you owe on your Student Loans?
Copy
No responses yet for this question.
Do you have an Auto Loan?
Copy
No responses yet for this question.
Do you have a Mortgage Loan?
Copy
No responses yet for this question.
Do you have a Debt Management Plan in place currently?
Copy
No responses yet for this question.
MarimorLife Star Money: CASHFLOW
What is your current annual income? (Please select the most accurate range)
Copy
No responses yet for this question.
How much are your average monthly expenses?
Copy
No responses yet for this question.
At what age do you plan to retire? (see definition of retirement above)
Copy
No responses yet for this question.
How much monthly income do you want to have during retirement?
Copy
No responses yet for this question.
Do you have a retirement plan in place now?
Copy
No responses yet for this question.
What type of retirement plan do you currently have in place?
Copy
No responses yet for this question.
MarimorLife Star Money: Savings
Do you currently have a savings account with a bank?
Copy
No responses yet for this question.
What are you currently saving for, short term? (purchase a new car, purchase a new home, go on vacation, etc.)
Copy
No responses yet for this question.
What are you currently saving for, long term? (purchase a new home, sending kids to college, retirement, etc.)
Copy
No responses yet for this question.
Are you prepared to handle an emergency that could cost you $1000? (auto repairs, illness, home repair, etc.)
Copy
No responses yet for this question.
MarimorLife Star Money: Insurance
Do you have a life insurance policy?
Copy
No responses yet for this question.
What type of policy do you have?
Copy
No responses yet for this question.
Do you know about the Living Benefits of Life Insurance?
Copy
No responses yet for this question.
MarimorLife Star Money: Investment
Are you currently investing?
Copy
No responses yet for this question.
Have you spoken with an Investment Advisor?
Copy
No responses yet for this question.
What type of investment interests you the most?
Copy
No responses yet for this question.
Your Money Strategy
I am interested in getting more information in the following areas: (check all that apply)
Copy
No responses yet for this question.
How did you hear about us?
Copy
No responses yet for this question.
Name: (full name)
Copy
No responses yet for this question.
Name on Facebook: (if different)
Copy
No responses yet for this question.
Date of Birth? (including year)
Copy
No responses yet for this question.
Mobile Number:
Copy
No responses yet for this question.
What Education have you completed?
Copy
No responses yet for this question.
Currently Employed:
Copy
No responses yet for this question.
Occupation:
Copy
No responses yet for this question.
Business Owner:
Copy
No responses yet for this question.
Type of Business:
Copy
No responses yet for this question.
Marital Status:
Copy
No responses yet for this question.
How many children do you have?
Copy
No responses yet for this question.
Ages of your children:
Copy
No responses yet for this question.
Yes, I'd like to schedule a 1:1 Session with a MarimorLife Advisor:
Copy
No responses yet for this question.
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