Client Discovery Survey | Fischer Wealth Management
Step 1 of 8
Question 01

Where are you in your financial life?

This helps us understand the type of planning that will matter most.

A
Still building wealth
Peak earning years, accumulating
B
Approaching retirement (5–10 years out)
Transition planning is becoming real
C
Retiring within the next 1–3 years
Distribution and income decisions are imminent
D
Already retired
Focused on income, longevity, and legacy
E
Business owner
Significant wealth tied to a private company
F
Recent or upcoming liquidity event
Sale, inheritance, equity compensation, etc.
Question 02

Approximate investable assets?

Liquid and investable assets (exclude primary residence).

A
Under $500,000
B
$500,000 – $1 million
C
$1 million – $2.5 million
D
$2.5 million – $5 million
E
$5 million – $10 million
F
Over $10 million
Question 03

How is your wealth currently managed?

Select the option that best describes your situation.

A
Bank or wirehouse advisor
Merrill, Morgan Stanley, UBS, Wells Fargo, etc.
B
Independent RIA or fee-only advisor
C
Self-directed (Schwab, Fidelity, Vanguard, etc.)
D
Multiple advisors / fragmented
E
No formal advisor relationship
Question 04

What are your biggest concerns right now?

Select up to 3.

Taxes — paying more than necessary
Portfolio performance or quality
Whether my advisor is truly working in my interest
Generating reliable retirement income
Estate plan is outdated or incomplete
Business transition or exit planning
Overall complexity — too many moving pieces
Question 05

Which of these planning areas feel incomplete?

Select all that apply.

No coordinated tax strategy across accounts
Roth conversion opportunities not evaluated
Estate documents need updating
Trusts exist but assets aren’t properly titled
No formal retirement income plan
Charitable giving is ad-hoc
Most of these are already handled
Question 06

What are you primarily trying to accomplish?

Select up to 3.

A
Grow the portfolio meaningfully
B
Protect what I’ve built
C
Create reliable income
D
Become more tax-efficient
E
Simplify and consolidate
F
Plan for legacy / heirs
G
Prepare for a business exit
Question 07

In an advisor relationship, what matters most?

Choose the one that sits at the top of your list.

A
Investment performance that outperforms a generic approach
B
True fiduciary alignment — no conflicts
C
Everything coordinated (investments, tax, estate, goals)
D
Ability to fully delegate — I don’t want to manage it myself
E
Clear, proactive communication
Final Step

How should we reach you?

We’ll use this to follow up with a personalized summary and next steps.

Received — thank you.

We’ve got your information and will be in touch shortly.

Here’s what we heard,
you.

Fischer Wealth Management is an independent practice. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Fischer Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.