PANGEA Good Fit Test

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Let's be honest. The last thing you want to do is leave what's familiar to risk trying something unfamiliar. Unless, what's familiar isn't working for you. A majority of our clients choose us because they out grew their previous advisor(s). One thing that's different about us is that the choice to partner is mutual. If for some reason we're not a good fit, we will still provide you with a complimentary recommendation to improve your financial life. Our clients energize and inspire us to do our best work for them.

Email *

Do you know the difference between investment management and wealth management? *

Yes

Other:

Do you know your personal required return rate? *

Yes

Other:

Which of the following describes your approach to the investment conversation?

I prefer a hands-on approach as I like to make my own investment decisions

I prefer a partnership approach as collaboration and learning is important to me

I prefer a hands-off approach as I'd rather have professionals make the investment decisions

Other:

Clear selection

Do you know the annual cost of your financial life?

Yes

Other:

Clear selection

How many different financial advisors have you worked with over the years?

How long have you worked with your existing financial advisor?

Do you feel you've outgrown your current advisor?

Yes

Maybe

Other:

Clear selection

How important to you, is giving back to your community?

Not very important

Very important

Clear selection

What about money is important to you?

Submit

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