R
Rafa · Financial Strategy
Money Discovery

Let's understand where you stand today.

A short questionnaire to map out your goals, current accounts, and any gaps. I'll review everything before our next meeting and bring back a personalized look at your situation.

Step 1 of 6 About You
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About you

The basics so I can prepare your personalized review.

Dependents
Anyone who relies on your income — spouse, children, parents.

Your goals

Check the goals that matter to you, and roughly when you'd like to reach each one.

Goal
Short
1–3 yr
Mid
3–7 yr
Long
7+ yr
Build retirement wealth
Create guaranteed retirement income
Buy a new home
Set up emergency fund
Fund education
Support parents
Start a business
A few quick questions

Your accounts

Estimates are fine — round numbers work. We'll group them by how they're taxed.

Tax Now
Taxable
Tax Later
Tax-deferred
Tax Never
Tax-free
Money taxed in the year it's earned — bank accounts, brokerage, mutual funds.
Money you pay tax on later when you withdraw — 401(k), traditional IRA, annuities.
Money that grows and comes out tax-free — Roth IRA, cash-value life insurance, municipal bonds.

Insurance & protection

What you have in place to protect your income, your family, and your savings.

Life insurance
List all current policies. If you don't have any, you can skip ahead.
Other coverage

Monthly cash flow

A snapshot of where the money goes each month. Round numbers are fine — we'll fine-tune in our next meeting.

Essential expenses
Housing, transportation, debts, healthcare, dependents.
Discretionary
Currently saving / investing
Outside of paycheck deductions.

A few last things

Anything you want me to know before our next meeting? Then we're done.

How your information is used and stored Your responses are confidential and used only to prepare your personalized review. After you submit, you'll see a brief summary of areas we'll cover in our next meeting — none of which is financial, tax, legal, or investment advice. Your data is held securely for up to 60 days and is automatically deleted afterward. You can request earlier deletion at any time by emailing me directly.
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✓

Thank you.

Your discovery is in. I'll review everything before we meet and bring back a personalized look at your situation.

A few things to think about
What I noticed in your responses
This is not financial advice. The notes above are observations based on the categories you filled in — not recommendations. Whether any specific product, account, or strategy is right for you depends on a complete review of your situation, which is what we'll do in our next meeting.

Pick a time that works for you below — that confirms our follow-up meeting.

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Your progress saves automatically as you go.

Rafa · Securities offered through Transamerica Financial Advisors, Inc. · Insurance products through World Financial Group Insurance Agency, LLC
This questionnaire collects information for educational and planning purposes only. It is not a recommendation of any product or service.