Questionnaires

Below are the some key resources our firm has found very helpful to both our clients and prospects. Should you have any questions or would like to learn more, please feel free to contact us.

Financial DNA

Merit has partnered with Financial DNA® to provide an in depth perspective of your financial behaviors, communication styles, and tolerances. You'll begin this process by taking a short, web-based questionnaire, which will be followed up by a consultation with your advisor.

Your Financial House

Brought to you by our Private Wealth Division, this is a comprehensive plan to help manage your finances and build wealth. Calculate your expenses on an annual basis for each of the categories and total them at the end of each section. “Your Financial House” will help give you an idea of how much lifestyle, hybrid and non-lifestyle income you need.

Risk Quantification

Risks come in many forms and can wreak havoc on our financial lives. An important part of your personal planning should be to identify and quantify as many of your potential risks and, where possible, identify strategies to mitigate those risks. Included in this worksheet are a few common risk areas for you to consider as you begin this process.

Our array of financial services are centered on your personal growth and personal goals.