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Synouvo Pathway™ Discovery Questionnaire
Synouvo Pathway™ Discovery Questionnaire This questionnaire helps us understand your financial situation, priorities, and planning needs. Your responses do not automatically determine your planning tier. Your advisor will review your answers and recommend the most appropriate Synouvo Pathway™ based on your goals and complexity.
Name
(Required)
First
Last
Email
(Required)
Date of Birth
(Required)
MM slash DD slash YYYY
Phone
(Required)
Are you currently married or in a committed long-term partnership?
(Required)
Yes
No
Will your spouse/partner be actively involved in the financial planning process?
(Required)
This helps us understand how to structure planning conversations.
Yes
No
Not sure yet
Spouse / Partner Full Name
(Required)
First
Last
Spouse / Partner Email Address
(Required)
Spouse / Partner Date of Birth
(Required)
MM slash DD slash YYYY
Spouse / Partner Phone Number
Section 1 – Financial Organization & Confidence
How confident do you feel about your current financial plan?
(Required)
I don’t have a clear plan yet
I have some pieces, but nothing fully coordinated
I have a plan, but want to optimize it
I have a comprehensive plan and want ongoing refinement
How organized are your finances today?
I’m just getting started
Mostly organized, but reactive
Organized and proactive
Highly structured and intentional
Section 2 – Income, Assets & Complexity
Which best describes your income situation?
(Required)
Single W-2 income
Dual income household
Variable income, commissions, or bonuses
Business owner or multiple income streams
Do you own a business or have ownership in one?
(Required)
No
Planning to start one
Yes, small or early-stage
Yes, established or multiple entities
How complex are your investments?
(Required)
Retirement account(s) only
Multiple accounts, simple allocation
Taxable + retirement + strategy needed
Advanced strategies, distributions, or coordination
Section 3 – Planning Needs & Life Stage
What are your primary planning priorities right now? (Select the closest match)
(Required)
Budgeting, debt reduction, emergency savings
Retirement planning and growth strategy
Income planning, taxes, and protection
Legacy, estate, charitable, or succession planning
Which best describes your life stage?
(Required)
Early career / building foundation
Mid-career / accumulation phase
Pre-retirement or retired
Wealth transfer or multi-generational focus
Section 4 – Tax & Estate Considerations
How important is tax planning to you?
(Required)
Minimal concern right now
Somewhat importan
Very important
Critical and ongoing
Do you currently have estate planning documents (will, trust, etc.)?
(Required)
No
Basic will only
Will + some planning
Trusts or advanced estate planning
Section 5 – Engagement Expectations
How often do you want proactive planning conversations?
(Required)
As needed
Once per year
Semi-annually
Quarterly or more
How involved do you want your advisor to be?
(Required)
Guidance only
Planning + recommendations
Ongoing collaboration
Strategic partner
Information submitted through this questionnaire is used solely for discovery and financial planning purposes, is kept confidential in accordance with applicable privacy laws, and will not be shared with third parties except as permitted by our Privacy Policy or required by law.
7971 Riviera Blvd, Suite 326 Miramar, FL 33023
