Jeff Schnoebelen - RFS Wealth Advisors


Email: Jeff@rfswealth.com

Phone: 916.549.4144


Welcome to my initial fact finder.

Your input will assist me in gaining important insight into your current situation.

With that insight, I will be better prepared for our upcoming meeting.


When you are ready, click the next button below.


Anonymous 
 
 
 
 
 
 
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Copy address from
Yes
No
 
Yes
No
 
 
Nothing
1% to 5%
6% to 10%
10% to 20%
More than 20%
 

If you aren't working toward anything specific, you're more likely to spend more than you should and come up short when an unexpected situation arises. Please select below the goals that you're interested in for each time period.


Eliminate or reduce my debt
Make a major purchase
Invest more
Save for retirement
Save for a special event/occasion
 
Eliminate or reduce my debt
Make a major purchase
Invest more
Save for retirement
Save for a special event/occasion
 
Eliminate or reduce my debt
Make a major purchase
Invest more
Save for retirement
Save for a special event/occasion
 

Click here to add information related to your spouse or partner.

Your household
0
1
2
3
4+
 
0
1
2
3
4+
 
n/a
up to $75,000
$75,000 to $150,000
$150,000 to $200,000
$200,000 to $250,000
more than $250,000
 
n/a
up to $150,000
$150,000 to $200,000
$200,000 to $300,000
$300,000 to $500,000
more than $500,000
 
n/a
up to $100,000
$100,000 to $150,000
$150,000 to $250,000
$250,000 to $500,000
more than $500,000
 
up to $150,000
$150,000 to $250,000
$250,000 to $500,000
$500,000 to $750,000
$750,000 to $1,000,000
more than $1,000,000
 
Estate Planning Documents
Please select if you have any of the following
Trust
Wills
Power of Attorney
Advance Health Care Directives
 
Insurance Coverage
Please select if you have any of the following
Life Insurance
Long Term Care Insurance
Disability Insurance
E&O/Malpractice
Umbrella
Other
 

RFS Wealth Advisors


Email: jeff@rfswealth.com

Phone: +1 916-415-1111

Thank you for taking the time to complete this questionnaire.


I will be in touch once I have a chance to review it.


You may now close this window.


RFS Wealth Advisors
jeff@rfswealth.com
+1 916-415-1111
1Welcome2Personal3Household4Other Details