Willow Matching Questionnaire (Financial Advisors)

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Email *

Relationship Status? *

Single

In Relationship

Engaged

Married

Divorced

Widow

What Willow Journey are you on? *

I’m going through a divorce

I’m navigating post divorce life or co-parenting

I’m a widow

I’m a caregiver for aging loved ones

I’m in charge of my Family Finances

I’m a single parent

I’m navigating my career

I’m planning for retirement

Other:

What is your current employment status? *

I’m employed full-time

I’m employed part-time

I’m part of the gig economy (freelancer, contractor)

I’m in between jobs at the moment

I’m retired

I’m semi-retired

I’m a full-time homemaker

Other:

What are your financial/investment goals?

Saving for retirement

Buying a home

Saving for a vacation, big purchase or future expenses

Building an emergency fund

Paying off debt

Improving or changing my career

Other:

Clear selection

Do any of these financial/coaching goals also apply? *

Feeling more financially secure

Organizing my finances

Budgeting and paying bills

Improve my credit score

Changing finances in a relationship

Other:

Required

How often would you like to be in touch with your Financial Advisor? *

Regularly

Quarterly

Semi-annually

Other:

What is your preferred communication method? *

(check all that apply)

Video

Phone

Text

Ability to meet in-person

Required

Which profile for an advisor resonates most with you?

Integrates coaching into their practice

Emphasizes the emotional aspects of personal finance

Has a no-nonsense approach

Knows what it’s like to be part of a minority or immigrant community/family

Understands the life of a military family

Clear selection

Do you have a preferred gender for your advisor? *

Male

Female

No preference

If a year from now, you felt better about your financial picture, what would have changed? *

(check all that apply)

Increased your savings and/or investments

Increased your financial knowledge

Achieved a specific financial goal

Increased your ability to make better decisions

Reduced/paid off debt

Overcome money anxiety or fears

Other:

Required

Are you looking for a financial plan? *

Yes

Not sure

How much money will you be looking for a Financial Advisor to manage? *

$250k or less

$250k to $500k

$500k to $1M

$1M to $2.M

$2M to $5M

More than $5M

I am not looking to have my assets managed at this time

Other:

Send me a copy of my responses.

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