IW FiNN
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Step 1 of 7
Let's get to know you.
Full Name
Email Address
Phone Number
City, State
How did you hear about IW FiNN?
Select an option...
Aucoin Wealth Management
Referral
Social Media
Search
Other
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Step 2 of 7
Where are you in life?
Age Range
Under 35
35–45
45–55
55–65
65+
Marital Status
Single
Married
Divorced
Widowed
Dependents
None
1–2
3–4
5+
Employment
Employed W-2
Self-Employed
Business Owner
Retired
Multiple Income Streams
Industry / Type of Work
Just type it — or tap the mic on your phone.
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Step 3 of 7
Home & real estate
Do you own your home?
Yes — Own
Yes — Own Multiple
No — Renting
No — Plan to Buy
Approximate Home Value
Select Range...
Under $200k
$200k - $400k
$400k - $700k
$700k - $1M
Over $1M
N/A
Mortgage Remaining?
None / Paid Off
Under $100k
$100k–$300k
$300k–$500k
Over $500k
N/A
Other Real Estate?
Investment Property
Vacation Home
Land
None
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Step 4 of 7
Banking & cash flow
Primary Bank
Approximate Monthly Income
Select Range...
Under $5k
$5k - $10k
$10k - $20k
$20k - $30k
Over $30k
Monthly Savings Rate
I spend everything
I save a little
10-20%
20%+
I max out every account
Emergency Fund
No
Less than 3 months
3-6 months
6+ months
Do you know your monthly cash flow?
Yes, exactly
Roughly
Not really
No
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Step 5 of 7
Investments & retirement
401k / Retirement Account
Yes — Maxing it
Yes — Contributing some
Yes — Not contributing
No account
Outside Investments (Non-Retirement)
Brokerage Account
IRA or Roth IRA
Multiple Accounts
None
Approximate Total Investable Assets
Select Range...
Under $100k
$100k - $250k
$250k - $500k
$500k - $1M
$1M - $3M
Over $3M
Financial Plan done in last 2 years?
Yes
No
Not sure
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Step 6 of 7
Protection & security
Do you have life insurance?
Yes — Term
Yes — Whole
Both
No / Not sure
Is your coverage adequate?
Yes
No
Not sure
Estate Plan / Will
Yes, updated
Yes, outdated
No
P&C Insurance reviewed this year?
Yes
No
Concerned about digital identity theft?
Very concerned
Somewhat
Not really
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Step 7 of 7
Your goals
What matters most RIGHT NOW? (Pick up to 3)
Pay less in taxes
Grow my investments
Protect my family
Get organized
Plan for retirement
Buy a home
Start a business
Leave a legacy
Reduce financial stress
Protect my identity
Biggest financial concern in one sentence
Tap the mic to dictate.
How soon do you want to start?
I'm ready now
Within 30 days
Just exploring
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See Recommendation →
Analyzing your profile...
Matching you with the right intelligence tier.
Analysis Complete
Based on your answers, here is your plan.
Want to talk first?
troy@iwfinn.com