Pre-Meeting Survey

Preparing for What Matters Most to You and Your Family

To help us make the most of our time together, below is a brief list of questions that are generated to address “What’s on your mind?”. Your responses will guide our conversation and ensure we focus on what matters most to you. We have also provided a section for you to share personal updates and special moments that are happening in your life.

Advisor

What in your financial situation has changed since the last time we met?Changed jobsRetiredGot a promotion/raiseGot marriedGot divorcedNew childCaring for an aging parentsReceived an inheritanceMajor purchaseIncreased health care costsFamily SituationOther

Are there particular topics of interest you would like to discuss?Emergency FundsRetirement StrategyInsuranceLong-term careCollege planningTax/estate planningCharitable givingOther

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Below is a short list of common concerns that we have heard from clients. Please feel free to check off anything that resonates.
Chances are, we’ve helped someone navigate a similar situation, and we’d love to share insights that may help put your mind at ease

Which of these are currently on your mind?Retiring comfortablySaving for a child’s or grandchild’s educationNavigating a recent job change or career transitionCreating a tax-smart legacy for the next generationMaking sense of my investment strategyReducing debt or managing cash flow betterPreparing for a major life event (marriage, divorce, relocation)Supporting aging parents or healthcare planningBuilding confidence in my long-term financial roadmap

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Life Updates & Milestones

What personal milestone or recent life event would you love to share with us?

Are there any celebrations, family changes, or travel plans coming up that might shape your financial picture?

If money wasn’t a worry, what would you do differently this year?

Is there anything else you’d like to share before your meeting? Any lingering questions or ideas we haven’t covered?

Check the background of your financial professional on FINRA's BrokerCheck.

View LPL Financial Form CRS.

View this firms Relationship Summary.

Linea Private Wealth Management
300 Galleria Parkway SE,
Suite 630, Atlanta GA 30339

Phone: 770-731-8500
Fax: 770-731-8504
Toll-Free: 800-357-1922
info@lineawealth.com

Securities offered through LPL Financial, member FINRA/SIPC. Advisory Services offered through IFG Advisory, LLC, a registered investment advisor. Linea Private Wealth Management, Integrated Financial Group, and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, CA, DC, FL, GA, IL, MD, MI, NC,NJ, NY, PA, CO, LA, MA, SC, TX.

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