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Investment Review Questionnaire

Responses are to be completed as a household; however, if there are discrepancies between members of the same household, please indicate below. If you would prefer a paper version of this questionnaire, please let us know.

Investment Review Questionnaire

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Name:

Date:

How would you describe your outlook for the economy over the next 1 year?

Positive

Neutral

Negative

Unsure

How would you describe your outlook for the economy over the next 5 years?

Positive

Neutral

Negative

Unsure

What is your outlook on inflation over the next 1 year?

It will increase

It will be steady

It will decrease

Unsure

What is your outlook on inflation over the next 5 years?

It will increase

It will be steady

It will decrease

Unsure

Are you satisfied with your asset allocation?

Satisfied

Dissatisfied

Neutral

Would like to discuss/learn more

Are you satisfied with your types of investments?

Satisfied

Dissatisfied

Neutral

Would like to discuss/learn more

Are you satisfied with your performance relative to your expectations?

Satisfied

Dissatisfied

Neutral

Would like to discuss/learn more

Are you satisfied with your level of volatility/risk?

Satisfied

Dissatisfied

Neutral

Would like to discuss/learn more

Are you satisfied with your fees and costs?

Satisfied

Dissatisfied

Neutral

Would like to discuss/learn more

Are you satisfied with our overall management of your accounts?

Satisfied

Dissatisfied

Neutral

Would like to discuss/learn more

Do you feel your risk tolerance has changed since we last met? If yes, please explain.

Is there anything that you have heard or read that you would like for us to discuss?

Do you feel there is anything we should be doing for you that we are not currently offering?

Are you satisfied with your relationship with Pathfinder Wealth Consulting? (Communications, staff, reports, emails, etc.)

If there are any discrepancies between members of the same household for the answers above, please let us know here:

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This communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, FL, GA, MA, MD, ME, MO, NC, NH, NJ, NV, NY, OH, PA, SC, SD, TX, VA, VT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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Pathfinder Wealth Consulting 4018 Oleander Drive, Wilmington, NC 28403 | P910.793.0616 | F910.793.0617