close window

CashMapper Questionnaire

CashMapper Your quick and private check on personal finances.

CashMapper is the very private way to get a fast read on your personal finances and brings the right solution to you, if one is available.

Just answer these easy questions in complete confidence to get your CashMapper reading. Skip any questions that do not apply.

Note: By answering these questions you acknowledge that the answers will be disclosed to your P.L.A.N. Fiduciary Adviser. If you wish to opt-out click here :

Please provide your :
Name
E-mail
Phone number

* = required
* In general, how would you rate your own savings and investment expertise?	Expert	Good	Weak	Novice
Which of these are major concerns for you at this time? Please check all that apply.	Debts	Investments	Cash Flow	My will or estate
Do you prefer to deal with savings & investment issues in any of these ways? You may check more than one preference.	On my own	Use advisor	Through web sites	Family and friends
* Which of these categories is closest to your household's total savings and investments?	Under $10k	$10k to $50k	$50k to $500k	Over $500k
* Based on your current monthly income and expenses, do you consider yourself to be in one of these categories?	Cash rich	Cash OK	Cash poor	High debts
* Are you at any of the following stages in your career?	Early	Well established	Planning retirement	Retired
Do you know the percentage of your household income that you currently contribute to all retirement plans? If so, please choose one of these options.	Under 5%	5% to 10%	10% to 20%	Over 20%
Do you know the percentage of your household income that you save in addition to retirement plans? If so, please choose one of these options.	Under 5%	5% to 10%	10% to 20%	Over 20%
Do you have sufficient insurance to support others who depend on you if something should happen to you?	Well covered	No concern	Not enough	None at all
* How old are you?	Under 30	30 to 50	50 to 75	Over 75

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MA, NH, ME, RI, CT, AZ, CA, CO, FL, GA, IA, IL, MD, NC, NJ, NY, PA, TN.
Securities are offered through LPL Financial, member FINRA/SIPC.