Pre-Meeting Questionnaire | Linea Private Wealth Management

Advisor

Has your view of the market changed?

Current Financial Plan

Below is a series of questions to help us gain a deeper understanding of your comfort/confidence level with your current financial plan. Please indicate your comfort/confidence level with each item by checking the appropriate option next to each question

1 = completely uncomfortable/unconfident and 5 = completely comfortable/confident

How confident are you that you have the right amount (not too much/not too little) life insurance, disability coverage or long-term care coverage?12345

How confident are you that your estate will properly transfer to your intended recipients and that your family knows what to do in the event of your passing?12345