Common Issues
Welcome
Financial Planning
Asset Management
Socially Responsible Investing
Why Rinehart & Associates
Prospective Clients
Common Issues
Initial Conference
Conditions of Satisfaction
Contact Information
So that we may better understand the financial planning and investment issues that you face and insure that we have a mutually productive discussion, please take a few moments to assess where you currently stand with respect the following issues.

Please fill out the following questionaire with 1 being a non-issue and 5 being a major issue.

Please complete the information below.
 
Name:
Address:
City:
State:
Zip:
E-Mail:
Fees related to your investment accounts
 1  2  3
 4  5  
Time to appropriately manage portfolio / financial needs
 1  2  3
 4  5  
Current portfolio performance
 1  2  3
 4  5  
Understanding the rationale of investment diversity
 1  2  3
 4  5  
Having a well defined and understood asset allocation
 1  2  3
 4  5  
Understanding risk tolerance and how that impacts portfolio
 1  2  3
 4  5  
Knowledge that estate or other legal directives are in order
 1  2  3
 4  5  
Comfort with investment style of current advisor
 1  2  3
 4  5  
Comfort with service level of current advisor
 1  2  3
 4  5  
Knowledge and expertise to manage your portfolio
 1  2  3
 4  5  
Financial documents are well organized
 1  2  3
 4  5  
Confident current investment recommendations are right for me
 1  2  3
 4  5  
Confident financial goals will be met in an appropriate timeframe
 1  2  3
 4  5  
Willingness to follow advice / implement financial plan
 1  2  3
 4  5  
Both spouses are equally knowledgeable about financial planning / investing.
 1  2  3
 4  5  
Rinehart & Associates | 521 East Morehead Street, Suite 580 | Charlotte NC 28202 | Ph 704.374.0646

SiteWizard ObtainYourName Search Engine Dogs AAA Family Websites web site design custom charlotte