Onboarding Questionnaire

Strategos Group

Complexity Simplified

You have taken the first step to a simplified version of your financial life. This series of questions will help us identify whether or not you would be a good fit for the services we offer.

Chose all that apply - I am

Earning a good income but can't seem to stick to a plan

A business owner who has put all my effort and resources into my business

Looking at a financial opportunity but can't seem to make a decision

So unorganized I don't know where to start

Other

What are the issues we may be able to help with if we work together?

After our complimentary first hour, a comprehensive financial plan for you and your family is available for a flat fee of $1,750+ hst. Alternatively, if a full plan isn’t necessary, we offer an hourly rate of $250+hst. Would this fit within your budget?

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