Discovery
Questionnaire
Let’s Get to Know You
Your financial life is personal, and your plan should be too. This questionnaire helps us understand where you are today, what matters most to you, and where you would like to go.
Your answers will help us prepare for your Discovery Session and make the most of our time together.
Start Where You Are
You don’t need to have everything figured out before we meet. Share what you know, answer as openly as you feel comfortable, and provide your best estimates where exact numbers aren’t available.
There are no right or wrong answers. Upward Wealth Studio takes a no-shame, no-blame approach, meeting you wherever you are in your financial journey.
What We’ll Explore
Your questionnaire will help us learn more about:
Your current financial priorities
The goals you want to work toward
Your income, spending, savings and debt
Your retirement and investment plans
Any financial concerns or questions you would like to discuss
The type of support that would feel most helpful