The Other 90 Financial · Life Planning
Life History
Profile
Story · Roots · Context
Your financial instincts were shaped long before your first investment. These questions help us understand the context behind your relationship with money.
Profile
Your Name
Your Email (optional)
General Life History
Question 1
Where are you from?
Question 2
What was your family like while you were growing up?
Question 3
What jobs or careers have you experienced up to this time in your life?
Question 4
What is your family life like now, and how would you describe each of your family members?
Question 5
Who are the people in your life that are affected by the financial decisions you make?
Question 6
What are the events that have happened in your life that you would describe as defining moments?
Financial Life History
Question 7
What lessons about money did you learn while growing up?
Question 8
What is your first recollection around money?
Question 9
What has been most threatening to your financial security?
Question 10
What are some of the best and worst financial decisions you have ever made?
Question 11
What past experiences with advisors stand out in your mind, and how have those experiences shaped how you work with advisors now?
Question 12
What have been your main sources of information when making financial decisions?
Your responses will be sent directly to David and kept strictly confidential. They will inform your planning conversations and help us understand the story behind your numbers.
Thank You
Your Life History Profile has been submitted. David will review your responses — this context will shape the quality of every conversation that follows.
