{"id":915,"date":"2025-07-23T13:57:05","date_gmt":"2025-07-23T17:57:05","guid":{"rendered":"https:\/\/lineawealth.com\/?page_id=915"},"modified":"2025-07-31T14:54:14","modified_gmt":"2025-07-31T18:54:14","slug":"pre-meeting-survey","status":"publish","type":"page","link":"https:\/\/advisors1.bradcable.com\/lineaprivatewealthmanagement\/pre-meeting-survey\/","title":{"rendered":"Pre-Meeting Survey"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; fullwidth=&#8221;on&#8221; _builder_version=&#8221;4.16&#8243; vertical_offset_tablet=&#8221;0&#8243; horizontal_offset_tablet=&#8221;0&#8243; box_shadow_horizontal_tablet=&#8221;0px&#8221; box_shadow_vertical_tablet=&#8221;0px&#8221; box_shadow_blur_tablet=&#8221;40px&#8221; box_shadow_spread_tablet=&#8221;0px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_fullwidth_header _builder_version=&#8221;4.19.0&#8243; title_text_color=&#8221;#ffffff&#8221; title_font_size=&#8221;50px&#8221; title_line_height=&#8221;1.2em&#8221; background_color=&#8221;#21364a&#8221; 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custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;Pre-Meeting Questionnaire&#8221; _builder_version=&#8221;4.27.4&#8243; text_font_size=&#8221;36px&#8221; text_line_height=&#8221;1.4em&#8221; header_font_size=&#8221;50px&#8221; header_line_height=&#8221;1.3em&#8221; vertical_offset_tablet=&#8221;0&#8243; horizontal_offset_tablet=&#8221;0&#8243; hover_enabled=&#8221;0&#8243; header_font_size_tablet=&#8221;&#8221; header_font_size_phone=&#8221;40px&#8221; header_font_size_last_edited=&#8221;on|phone&#8221; z_index_tablet=&#8221;0&#8243; text_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; text_text_shadow_vertical_length_tablet=&#8221;0px&#8221; text_text_shadow_blur_strength_tablet=&#8221;1px&#8221; link_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; link_text_shadow_vertical_length_tablet=&#8221;0px&#8221; link_text_shadow_blur_strength_tablet=&#8221;1px&#8221; ul_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; ul_text_shadow_vertical_length_tablet=&#8221;0px&#8221; ul_text_shadow_blur_strength_tablet=&#8221;1px&#8221; ol_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; ol_text_shadow_vertical_length_tablet=&#8221;0px&#8221; ol_text_shadow_blur_strength_tablet=&#8221;1px&#8221; quote_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; quote_text_shadow_vertical_length_tablet=&#8221;0px&#8221; quote_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_2_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_2_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_2_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_3_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_3_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_3_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_4_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_4_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_4_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_5_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_5_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_5_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_6_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_6_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_6_text_shadow_blur_strength_tablet=&#8221;1px&#8221; box_shadow_horizontal_tablet=&#8221;0px&#8221; box_shadow_vertical_tablet=&#8221;0px&#8221; box_shadow_blur_tablet=&#8221;40px&#8221; box_shadow_spread_tablet=&#8221;0px&#8221; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<h1>Pre-Meeting Survey<\/h1>\n<p><b>Preparing for What Matters Most to You and Your Family<\/b>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; vertical_offset_tablet=&#8221;0&#8243; horizontal_offset_tablet=&#8221;0&#8243; z_index_tablet=&#8221;0&#8243; text_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; text_text_shadow_vertical_length_tablet=&#8221;0px&#8221; text_text_shadow_blur_strength_tablet=&#8221;1px&#8221; link_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; link_text_shadow_vertical_length_tablet=&#8221;0px&#8221; link_text_shadow_blur_strength_tablet=&#8221;1px&#8221; ul_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; ul_text_shadow_vertical_length_tablet=&#8221;0px&#8221; ul_text_shadow_blur_strength_tablet=&#8221;1px&#8221; ol_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; ol_text_shadow_vertical_length_tablet=&#8221;0px&#8221; ol_text_shadow_blur_strength_tablet=&#8221;1px&#8221; quote_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; quote_text_shadow_vertical_length_tablet=&#8221;0px&#8221; quote_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_2_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_2_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_2_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_3_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_3_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_3_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_4_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_4_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_4_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_5_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_5_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_5_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_6_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_6_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_6_text_shadow_blur_strength_tablet=&#8221;1px&#8221; box_shadow_horizontal_tablet=&#8221;0px&#8221; box_shadow_vertical_tablet=&#8221;0px&#8221; box_shadow_blur_tablet=&#8221;40px&#8221; box_shadow_spread_tablet=&#8221;0px&#8221; global_colors_info=&#8221;{}&#8221;]To help us make the most of our time together, below is a brief list of questions that are generated to address \u201cWhat\u2019s on your mind?\u201d. Your responses will guide our conversation and ensure we focus on what matters most to you.  We have also provided a section for you to share personal updates and special moments that are happening in your life. 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quote_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; quote_text_shadow_vertical_length_tablet=&#8221;0px&#8221; quote_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_2_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_2_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_2_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_3_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_3_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_3_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_4_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_4_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_4_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_5_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_5_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_5_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_6_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_6_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_6_text_shadow_blur_strength_tablet=&#8221;1px&#8221; box_shadow_horizontal_tablet=&#8221;0px&#8221; box_shadow_vertical_tablet=&#8221;0px&#8221; box_shadow_blur_tablet=&#8221;40px&#8221; box_shadow_spread_tablet=&#8221;0px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<div class=\"forminator-ui forminator-custom-form forminator-custom-form-914 forminator-design--default  forminator_ajax\" data-forminator-render=\"0\" data-form=\"forminator-module-914\" data-uid=\"69f3503fcb145\"><br\/><\/div><form\r\n\t\t\t\tid=\"forminator-module-914\"\r\n\t\t\t\tclass=\"forminator-ui forminator-custom-form forminator-custom-form-914 forminator-design--default  forminator_ajax\"\r\n\t\t\t\tmethod=\"post\"\r\n\t\t\t\tdata-forminator-render=\"0\"\r\n\t\t\t\tdata-form-id=\"914\"\r\n\t\t\t\t data-color-option=\"default\" data-design=\"default\" data-grid=\"open\" style=\"display: none;\"\r\n\t\t\t\tdata-uid=\"69f3503fcb145\"\r\n\t\t\t><div role=\"alert\" aria-live=\"polite\" class=\"forminator-response-message forminator-error\" aria-hidden=\"true\"><\/div><div class=\"forminator-pagination-progress\" aria-hidden=\"true\"><\/div><div\r\n\t\t\t\ttabindex=\"-1\"\r\n\t\t\t\trole=\"tabpanel\"\r\n\t\t\t\tid=\"forminator-custom-form-914--page-0\"\r\n\t\t\t\tclass=\"forminator-pagination forminator-pagination-start\"\r\n\t\t\t\taria-labelledby=\"forminator-custom-form-914--page-0-label\"\r\n\t\t\t\tdata-step=\"0\"\r\n\t\t\t\tdata-label=\"Finish\"\r\n\t\t\t\tdata-actual-label=\"Page 1\"\r\n\t\t\t\tdata-name=\"page-break-1\"\r\n\t\t\t><div class=\"forminator-pagination--content\"><div class=\"forminator-row\"><div id=\"name-1\" class=\"forminator-field-name forminator-col forminator-col-12 \"><div class=\"forminator-field\"><input type=\"text\" name=\"name-1\" value=\"\" placeholder=\"Name\" id=\"forminator-field-name-1_69f3503fcb145\" class=\"forminator-input forminator-name--field\" aria-required=\"true\" autocomplete=\"name\" \/><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"select-1\" class=\"forminator-field-select forminator-col forminator-col-12 \"><div class=\"forminator-field\"><label for=\"forminator-form-914__field--select-1_69f3503fcb145\" id=\"forminator-form-914__field--select-1_69f3503fcb145-label\" class=\"forminator-label\">Advisor<\/label><select  id=\"forminator-form-914__field--select-1_69f3503fcb145\" class=\"forminator-select--field forminator-select2 forminator-select2-multiple\" data-required=\"\" name=\"select-1\" data-default-value=\"\" data-placeholder=\"\" data-search=\"false\" data-search-placeholder=\"\" data-checkbox=\"false\" data-allow-clear=\"false\" aria-labelledby=\"forminator-form-914__field--select-1_69f3503fcb145-label\"><option value=\"Justin-Davidson,-AWMA\u00ae\"  data-calculation=\"0\">Justin Davidson, AWMA\u00ae<\/option><option value=\"Howard-Katz,-CFP\u00ae\"  data-calculation=\"0\">Howard Katz, CFP\u00ae<\/option><option value=\"Pete-Coleman,-Jr.-AIF\u00ae\"  data-calculation=\"0\">Pete Coleman, Jr. AIF\u00ae<\/option><\/select><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"checkbox-1\" class=\"forminator-field-checkbox forminator-col forminator-col-12  pre_form_checkbox\"><div role=\"group\" class=\"forminator-field required\" aria-labelledby=\"forminator-checkbox-group-forminator-field-checkbox-1-69f3503fcb145-label\"><span id=\"forminator-checkbox-group-forminator-field-checkbox-1-69f3503fcb145-label\" class=\"forminator-label\">What in your financial situation has changed since the last time we met? <span class=\"forminator-required\">*<\/span><\/span><label id=\"forminator-field-checkbox-1-1-69f3503fcb145-label\" for=\"forminator-field-checkbox-1-1-69f3503fcb145\" class=\"forminator-checkbox\" title=\"Changed jobs\"><input type=\"checkbox\" name=\"checkbox-1[]\" value=\"one\" id=\"forminator-field-checkbox-1-1-69f3503fcb145\" aria-labelledby=\"forminator-field-checkbox-1-1-69f3503fcb145-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Changed jobs<\/span><\/label><label id=\"forminator-field-checkbox-1-2-69f3503fcb145-label\" for=\"forminator-field-checkbox-1-2-69f3503fcb145\" class=\"forminator-checkbox\" title=\"Retired\"><input type=\"checkbox\" name=\"checkbox-1[]\" value=\"two\" id=\"forminator-field-checkbox-1-2-69f3503fcb145\" aria-labelledby=\"forminator-field-checkbox-1-2-69f3503fcb145-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Retired<\/span><\/label><label id=\"forminator-field-checkbox-1-3-69f3503fcb145-label\" for=\"forminator-field-checkbox-1-3-69f3503fcb145\" class=\"forminator-checkbox\" title=\"Got a promotion\/raise\"><input type=\"checkbox\" name=\"checkbox-1[]\" value=\"Got-a-promotion-raise\" id=\"forminator-field-checkbox-1-3-69f3503fcb145\" aria-labelledby=\"forminator-field-checkbox-1-3-69f3503fcb145-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Got a promotion\/raise<\/span><\/label><label id=\"forminator-field-checkbox-1-4-69f3503fcb145-label\" for=\"forminator-field-checkbox-1-4-69f3503fcb145\" class=\"forminator-checkbox\" title=\"Got married\"><input type=\"checkbox\" name=\"checkbox-1[]\" value=\"Got-married\" id=\"forminator-field-checkbox-1-4-69f3503fcb145\" aria-labelledby=\"forminator-field-checkbox-1-4-69f3503fcb145-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Got married<\/span><\/label><label id=\"forminator-field-checkbox-1-5-69f3503fcb145-label\" for=\"forminator-field-checkbox-1-5-69f3503fcb145\" class=\"forminator-checkbox\" title=\"Got divorced\"><input type=\"checkbox\" name=\"checkbox-1[]\" value=\"Got-divorced\" id=\"forminator-field-checkbox-1-5-69f3503fcb145\" aria-labelledby=\"forminator-field-checkbox-1-5-69f3503fcb145-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Got divorced<\/span><\/label><label id=\"forminator-field-checkbox-1-6-69f3503fcb145-label\" for=\"forminator-field-checkbox-1-6-69f3503fcb145\" class=\"forminator-checkbox\" title=\"New child\"><input type=\"checkbox\" name=\"checkbox-1[]\" value=\"New-child\" id=\"forminator-field-checkbox-1-6-69f3503fcb145\" aria-labelledby=\"forminator-field-checkbox-1-6-69f3503fcb145-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">New child<\/span><\/label><label id=\"forminator-field-checkbox-1-7-69f3503fcb145-label\" for=\"forminator-field-checkbox-1-7-69f3503fcb145\" class=\"forminator-checkbox\" title=\"Caring for an aging parents\"><input type=\"checkbox\" name=\"checkbox-1[]\" value=\"Caring-for-an-aging-parents\" id=\"forminator-field-checkbox-1-7-69f3503fcb145\" aria-labelledby=\"forminator-field-checkbox-1-7-69f3503fcb145-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Caring for an aging parents<\/span><\/label><label id=\"forminator-field-checkbox-1-8-69f3503fcb145-label\" for=\"forminator-field-checkbox-1-8-69f3503fcb145\" class=\"forminator-checkbox\" title=\"Received an inheritance\"><input type=\"checkbox\" name=\"checkbox-1[]\" value=\"Received-an-inheritance\" id=\"forminator-field-checkbox-1-8-69f3503fcb145\" aria-labelledby=\"forminator-field-checkbox-1-8-69f3503fcb145-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Received an inheritance<\/span><\/label><label id=\"forminator-field-checkbox-1-9-69f3503fcb145-label\" for=\"forminator-field-checkbox-1-9-69f3503fcb145\" class=\"forminator-checkbox\" title=\"Major purchase\"><input type=\"checkbox\" name=\"checkbox-1[]\" value=\"Major-purchase\" id=\"forminator-field-checkbox-1-9-69f3503fcb145\" aria-labelledby=\"forminator-field-checkbox-1-9-69f3503fcb145-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Major purchase<\/span><\/label><label id=\"forminator-field-checkbox-1-10-69f3503fcb145-label\" for=\"forminator-field-checkbox-1-10-69f3503fcb145\" class=\"forminator-checkbox\" title=\"Increased health care costs\"><input type=\"checkbox\" name=\"checkbox-1[]\" value=\"Increased-health-care-costs\" id=\"forminator-field-checkbox-1-10-69f3503fcb145\" aria-labelledby=\"forminator-field-checkbox-1-10-69f3503fcb145-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Increased health care costs<\/span><\/label><label id=\"forminator-field-checkbox-1-11-69f3503fcb145-label\" for=\"forminator-field-checkbox-1-11-69f3503fcb145\" class=\"forminator-checkbox\" title=\"Family Situation\"><input type=\"checkbox\" name=\"checkbox-1[]\" value=\"Family-Situation\" id=\"forminator-field-checkbox-1-11-69f3503fcb145\" aria-labelledby=\"forminator-field-checkbox-1-11-69f3503fcb145-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Family Situation<\/span><\/label><label id=\"forminator-field-checkbox-1-12-69f3503fcb145-label\" for=\"forminator-field-checkbox-1-12-69f3503fcb145\" class=\"forminator-checkbox\" title=\"Other\"><input type=\"checkbox\" name=\"checkbox-1[]\" value=\"custom_option\" id=\"forminator-field-checkbox-1-12-69f3503fcb145\" aria-labelledby=\"forminator-field-checkbox-1-12-69f3503fcb145-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Other<\/span><\/label><div class=\"forminator-field forminator-custom-input\"><input id=\"custom-forminator-field-checkbox-1-12-69f3503fcb145\" name=\"custom-checkbox-1\" aria-labelledby=\"forminator-field-checkbox-1-12-69f3503fcb145-label\" class=\"forminator-input\" placeholder=\"Describe Here\" value=\"\" \/><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"checkbox-2\" class=\"forminator-field-checkbox forminator-col forminator-col-12  pre_form_checkbox\"><div role=\"group\" class=\"forminator-field required\" aria-labelledby=\"forminator-checkbox-group-forminator-field-checkbox-2-69f3503fcb145-label\"><span id=\"forminator-checkbox-group-forminator-field-checkbox-2-69f3503fcb145-label\" class=\"forminator-label\">Are there particular topics of interest you would like to discuss? <span class=\"forminator-required\">*<\/span><\/span><label id=\"forminator-field-checkbox-2-1-69f3503fcb145-label\" for=\"forminator-field-checkbox-2-1-69f3503fcb145\" class=\"forminator-checkbox\" title=\"Emergency Funds\"><input type=\"checkbox\" name=\"checkbox-2[]\" value=\"one\" id=\"forminator-field-checkbox-2-1-69f3503fcb145\" aria-labelledby=\"forminator-field-checkbox-2-1-69f3503fcb145-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Emergency Funds<\/span><\/label><label id=\"forminator-field-checkbox-2-2-69f3503fcb145-label\" for=\"forminator-field-checkbox-2-2-69f3503fcb145\" class=\"forminator-checkbox\" title=\"Retirement Strategy\"><input type=\"checkbox\" name=\"checkbox-2[]\" value=\"two\" id=\"forminator-field-checkbox-2-2-69f3503fcb145\" aria-labelledby=\"forminator-field-checkbox-2-2-69f3503fcb145-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Retirement Strategy<\/span><\/label><label id=\"forminator-field-checkbox-2-3-69f3503fcb145-label\" for=\"forminator-field-checkbox-2-3-69f3503fcb145\" class=\"forminator-checkbox\" title=\"Insurance\"><input type=\"checkbox\" name=\"checkbox-2[]\" value=\"Insurance\" id=\"forminator-field-checkbox-2-3-69f3503fcb145\" aria-labelledby=\"forminator-field-checkbox-2-3-69f3503fcb145-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Insurance<\/span><\/label><label id=\"forminator-field-checkbox-2-4-69f3503fcb145-label\" for=\"forminator-field-checkbox-2-4-69f3503fcb145\" class=\"forminator-checkbox\" title=\"Long-term care\"><input type=\"checkbox\" name=\"checkbox-2[]\" value=\"Long-term-care\" id=\"forminator-field-checkbox-2-4-69f3503fcb145\" aria-labelledby=\"forminator-field-checkbox-2-4-69f3503fcb145-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Long-term care<\/span><\/label><label id=\"forminator-field-checkbox-2-5-69f3503fcb145-label\" for=\"forminator-field-checkbox-2-5-69f3503fcb145\" class=\"forminator-checkbox\" title=\"College planning\"><input type=\"checkbox\" name=\"checkbox-2[]\" value=\"College-planning\" id=\"forminator-field-checkbox-2-5-69f3503fcb145\" aria-labelledby=\"forminator-field-checkbox-2-5-69f3503fcb145-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">College planning<\/span><\/label><label id=\"forminator-field-checkbox-2-6-69f3503fcb145-label\" for=\"forminator-field-checkbox-2-6-69f3503fcb145\" class=\"forminator-checkbox\" title=\"Tax\/estate planning\"><input type=\"checkbox\" name=\"checkbox-2[]\" value=\"Tax-estate-planning\" id=\"forminator-field-checkbox-2-6-69f3503fcb145\" aria-labelledby=\"forminator-field-checkbox-2-6-69f3503fcb145-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Tax\/estate planning<\/span><\/label><label id=\"forminator-field-checkbox-2-7-69f3503fcb145-label\" for=\"forminator-field-checkbox-2-7-69f3503fcb145\" class=\"forminator-checkbox\" title=\"Charitable giving\"><input type=\"checkbox\" name=\"checkbox-2[]\" value=\"Charitable-giving\" id=\"forminator-field-checkbox-2-7-69f3503fcb145\" aria-labelledby=\"forminator-field-checkbox-2-7-69f3503fcb145-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Charitable giving<\/span><\/label><label id=\"forminator-field-checkbox-2-8-69f3503fcb145-label\" for=\"forminator-field-checkbox-2-8-69f3503fcb145\" class=\"forminator-checkbox\" title=\"Other\"><input type=\"checkbox\" name=\"checkbox-2[]\" value=\"custom_option\" id=\"forminator-field-checkbox-2-8-69f3503fcb145\" aria-labelledby=\"forminator-field-checkbox-2-8-69f3503fcb145-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Other<\/span><\/label><div class=\"forminator-field forminator-custom-input\"><input id=\"custom-forminator-field-checkbox-2-8-69f3503fcb145\" name=\"custom-checkbox-2\" aria-labelledby=\"forminator-field-checkbox-2-8-69f3503fcb145-label\" class=\"forminator-input\" placeholder=\"Describe Here\" value=\"\" \/><\/div><\/div><\/div><\/div><\/div><\/div><div\r\n\t\t\t\ttabindex=\"-1\"\r\n\t\t\t\trole=\"tabpanel\"\r\n\t\t\t\tid=\"forminator-custom-form-914--page-1\"\r\n\t\t\t\tclass=\"forminator-pagination\"\r\n\t\t\t\taria-labelledby=\"forminator-custom-form-914--page-1-label\"\r\n\t\t\t\taria-hidden=\"true\"\r\n\t\t\t\tdata-step=\"1\"\r\n\t\t\t\tdata-label=\"Page  1\"\r\n\t\t\t\tdata-actual-label=\"Page 2\"\r\n\t\t\t\tdata-name=\"page-break-2\"\r\n\t\t\t\thidden\r\n\t\t\t><div class=\"forminator-pagination--content\"><div class=\"forminator-row\"><div id=\"html-2\" class=\"forminator-field-html forminator-col forminator-col-12  mytitlee\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-2\"><p>Below is a short list of common concerns that we have heard from clients. Please feel free to check off anything that resonates.<br>\nChances are, we\u2019ve helped someone navigate a similar situation, and we\u2019d love to share insights that may help put your mind at ease<\/p><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"checkbox-3\" class=\"forminator-field-checkbox forminator-col forminator-col-12  pre_form_checkbox\"><div role=\"group\" class=\"forminator-field\" aria-labelledby=\"forminator-checkbox-group-forminator-field-checkbox-3-69f3503fcb145-label\"><span id=\"forminator-checkbox-group-forminator-field-checkbox-3-69f3503fcb145-label\" class=\"forminator-label\">Which of these are currently on your mind?<\/span><label id=\"forminator-field-checkbox-3-1-69f3503fcb145-label\" for=\"forminator-field-checkbox-3-1-69f3503fcb145\" class=\"forminator-checkbox\" title=\"Retiring comfortably\"><input type=\"checkbox\" name=\"checkbox-3[]\" value=\"Retiring comfortably\" id=\"forminator-field-checkbox-3-1-69f3503fcb145\" aria-labelledby=\"forminator-field-checkbox-3-1-69f3503fcb145-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Retiring comfortably<\/span><\/label><label id=\"forminator-field-checkbox-3-2-69f3503fcb145-label\" for=\"forminator-field-checkbox-3-2-69f3503fcb145\" class=\"forminator-checkbox\" title=\"Saving for a child\u2019s or grandchild\u2019s education\"><input type=\"checkbox\" name=\"checkbox-3[]\" value=\"Saving for a child\u2019s or grandchild\u2019s education\" id=\"forminator-field-checkbox-3-2-69f3503fcb145\" aria-labelledby=\"forminator-field-checkbox-3-2-69f3503fcb145-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Saving for a child\u2019s or grandchild\u2019s education<\/span><\/label><label id=\"forminator-field-checkbox-3-3-69f3503fcb145-label\" for=\"forminator-field-checkbox-3-3-69f3503fcb145\" class=\"forminator-checkbox\" title=\"Navigating a recent job change or career transition\"><input type=\"checkbox\" name=\"checkbox-3[]\" value=\"Navigating a recent job change or career transition\" id=\"forminator-field-checkbox-3-3-69f3503fcb145\" aria-labelledby=\"forminator-field-checkbox-3-3-69f3503fcb145-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Navigating a recent job change or career transition<\/span><\/label><label id=\"forminator-field-checkbox-3-4-69f3503fcb145-label\" for=\"forminator-field-checkbox-3-4-69f3503fcb145\" class=\"forminator-checkbox\" title=\"Creating a tax-smart legacy for the next generation\"><input type=\"checkbox\" name=\"checkbox-3[]\" value=\"Creating a tax-smart legacy for the next generation\" id=\"forminator-field-checkbox-3-4-69f3503fcb145\" aria-labelledby=\"forminator-field-checkbox-3-4-69f3503fcb145-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Creating a tax-smart legacy for the next generation<\/span><\/label><label id=\"forminator-field-checkbox-3-5-69f3503fcb145-label\" for=\"forminator-field-checkbox-3-5-69f3503fcb145\" class=\"forminator-checkbox\" title=\"Making sense of my investment strategy\"><input type=\"checkbox\" name=\"checkbox-3[]\" value=\"Making sense of my investment strategy\" id=\"forminator-field-checkbox-3-5-69f3503fcb145\" aria-labelledby=\"forminator-field-checkbox-3-5-69f3503fcb145-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Making sense of my investment strategy<\/span><\/label><label id=\"forminator-field-checkbox-3-6-69f3503fcb145-label\" for=\"forminator-field-checkbox-3-6-69f3503fcb145\" class=\"forminator-checkbox\" title=\"Reducing debt or managing cash flow better\"><input type=\"checkbox\" name=\"checkbox-3[]\" value=\"Reducing debt or managing cash flow better\" id=\"forminator-field-checkbox-3-6-69f3503fcb145\" aria-labelledby=\"forminator-field-checkbox-3-6-69f3503fcb145-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Reducing debt or managing cash flow better<\/span><\/label><label id=\"forminator-field-checkbox-3-7-69f3503fcb145-label\" for=\"forminator-field-checkbox-3-7-69f3503fcb145\" class=\"forminator-checkbox\" title=\"Preparing for a major life event (marriage, divorce, relocation)\"><input type=\"checkbox\" name=\"checkbox-3[]\" value=\"Preparing for a major life event (marriage, divorce, relocation)\" id=\"forminator-field-checkbox-3-7-69f3503fcb145\" aria-labelledby=\"forminator-field-checkbox-3-7-69f3503fcb145-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Preparing for a major life event (marriage, divorce, relocation)<\/span><\/label><label id=\"forminator-field-checkbox-3-8-69f3503fcb145-label\" for=\"forminator-field-checkbox-3-8-69f3503fcb145\" class=\"forminator-checkbox\" title=\"Supporting aging parents or healthcare planning\"><input type=\"checkbox\" name=\"checkbox-3[]\" value=\"Supporting aging parents or healthcare planning\" id=\"forminator-field-checkbox-3-8-69f3503fcb145\" aria-labelledby=\"forminator-field-checkbox-3-8-69f3503fcb145-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Supporting aging parents or healthcare planning<\/span><\/label><label id=\"forminator-field-checkbox-3-9-69f3503fcb145-label\" for=\"forminator-field-checkbox-3-9-69f3503fcb145\" class=\"forminator-checkbox\" title=\"Building confidence in my long-term financial roadmap\"><input type=\"checkbox\" name=\"checkbox-3[]\" value=\"Building confidence in my long-term financial roadmap\" id=\"forminator-field-checkbox-3-9-69f3503fcb145\" aria-labelledby=\"forminator-field-checkbox-3-9-69f3503fcb145-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Building confidence in my long-term financial roadmap<\/span><\/label><\/div><\/div><\/div><\/div><\/div><div\r\n\t\t\t\ttabindex=\"-1\"\r\n\t\t\t\trole=\"tabpanel\"\r\n\t\t\t\tid=\"forminator-custom-form-914--page-2\"\r\n\t\t\t\tclass=\"forminator-pagination\"\r\n\t\t\t\taria-labelledby=\"forminator-custom-form-914--page-2-label\"\r\n\t\t\t\taria-hidden=\"true\"\r\n\t\t\t\tdata-step=\"2\"\r\n\t\t\t\tdata-label=\"Page  2\"\r\n\t\t\t\tdata-actual-label=\"Page 3\"\r\n\t\t\t\tdata-name=\"\"\r\n\t\t\t\thidden\r\n\t\t\t><div class=\"forminator-pagination--content\"><div class=\"forminator-row\"><div id=\"html-3\" class=\"forminator-field-html forminator-col forminator-col-12  mytitlee\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-3\"><p>Life Updates &amp; Milestones<\/p><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"textarea-1\" class=\"forminator-field-textarea forminator-col forminator-col-12 \"><div class=\"forminator-field\"><label for=\"forminator-field-textarea-1_69f3503fcb145\" id=\"forminator-field-textarea-1_69f3503fcb145-label\" class=\"forminator-label\">What personal milestone or recent life event would you love to share with us?<\/label><textarea name=\"textarea-1\" placeholder=\"What personal milestone or recent life event would you love to share with us?\" id=\"forminator-field-textarea-1_69f3503fcb145\" class=\"forminator-textarea\" rows=\"6\" style=\"--forminator-textarea-min-height:140px;\" ><\/textarea><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"textarea-4\" class=\"forminator-field-textarea forminator-col forminator-col-12 \"><div class=\"forminator-field\"><label for=\"forminator-field-textarea-4_69f3503fcb145\" id=\"forminator-field-textarea-4_69f3503fcb145-label\" class=\"forminator-label\">Are there any celebrations, family changes, or travel plans coming up that might shape your financial picture?<\/label><textarea name=\"textarea-4\" placeholder=\"Are there any celebrations, family changes, or travel plans coming up that might shape your financial picture?\" id=\"forminator-field-textarea-4_69f3503fcb145\" class=\"forminator-textarea\" rows=\"6\" style=\"--forminator-textarea-min-height:140px;\" ><\/textarea><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"textarea-3\" class=\"forminator-field-textarea forminator-col forminator-col-12 \"><div class=\"forminator-field\"><label for=\"forminator-field-textarea-3_69f3503fcb145\" id=\"forminator-field-textarea-3_69f3503fcb145-label\" class=\"forminator-label\">If money wasn\u2019t a worry, what would you do differently this year?<\/label><textarea name=\"textarea-3\" placeholder=\"If money wasn\u2019t a worry, what would you do differently this year?\" id=\"forminator-field-textarea-3_69f3503fcb145\" class=\"forminator-textarea\" rows=\"6\" style=\"--forminator-textarea-min-height:140px;\" ><\/textarea><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"textarea-2\" class=\"forminator-field-textarea forminator-col forminator-col-12 \"><div class=\"forminator-field\"><label for=\"forminator-field-textarea-2_69f3503fcb145\" id=\"forminator-field-textarea-2_69f3503fcb145-label\" class=\"forminator-label\">Is there anything else you\u2019d like to share before your meeting? Any lingering questions or ideas we haven\u2019t covered?<\/label><textarea name=\"textarea-2\" placeholder=\"Is there anything else you\u2019d like to share before your meeting? Any lingering questions or ideas we haven\u2019t covered?\" id=\"forminator-field-textarea-2_69f3503fcb145\" class=\"forminator-textarea\" rows=\"6\" style=\"--forminator-textarea-min-height:140px;\" ><\/textarea><\/div><\/div><\/div><\/div><button class=\"forminator-button forminator-pagination-submit\" style=\"display: none;\" disabled>Submit<\/button><\/div><input type=\"hidden\" name=\"referer_url\" value=\"\" \/><input type=\"hidden\" id=\"forminator_nonce\" name=\"forminator_nonce\" value=\"6dab5a8586\" \/><input type=\"hidden\" name=\"_wp_http_referer\" value=\"\/lineaprivatewealthmanagement\/wp-json\/wp\/v2\/pages\/915\" \/><input type=\"hidden\" name=\"form_id\" value=\"914\"><input type=\"hidden\" name=\"page_id\" value=\"915\"><input type=\"hidden\" name=\"form_type\" value=\"default\"><input type=\"hidden\" name=\"current_url\" value=\"https:\/\/advisors1.bradcable.com\/lineaprivatewealthmanagement\/pre-meeting-survey\/\"><input type=\"hidden\" name=\"render_id\" value=\"0\"><input type=\"hidden\" name=\"action\" value=\"forminator_submit_form_custom-forms\"><\/form>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; 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