STASH PLAN PRE-QUALIFICATION
How old are you?
22-25
26-30
31-35
36-40
40+ (but I don’t look it!)
Not to get all “facebook” on you, but what’s your relationship status?
Single
Dating someone (seriously)
Married/Partner
It’s complicated
How do you make your money?
I work for someone
I work for myself
Job + side hustle
Job + airbnb
How do you spend money?
Mostly with a credit card
Mostly with a debit card
Mostly cash
Whatever is handy
Do you have an official Emergency Fund?
Do you have savings that you never touch?
Yes
No
I have _________ worth of my fixed expenses set aside.
Less than 1 month
1-3 months
3-6 months
6+ months
Are you saving for retirement?
Yes
No
Approximate how much do you have saved for retirement?
Do not include cash savings in the bank. This is just for savings in a Roth IRA, Traditional IRA, 401(k), 403(b), Pension (yes, people still have these), SEP, etc.
0 - $10,000
$10,000 - $50,000
$50,000 - $100,000
$100,000+
Do you have any other savings or investments?
Inheritance from grandma, stocks, cash, etc.
Yes
No
Approximately how much?
0 - $10,000
$10,000 - $50,000
$50,000 - $100,000
$100,000+
What is your annual income (or range if you are a freelancer)?
Please indicate total household income if you have a partner that works (inclusive of bonuses/commissions, etc.)
0 - $60,000
$60,000 - $100,000
$100,000 - $200,000
$200,000+
Do you have any type of debt that you need to pay off?
Yes, I have debt
No, I am debt free!
What type(s) of debt do you have?
Choose all that apply
Credit Card Debt*
Student Loans
Mortgage
Car Loan
Personal or Business Loan
Other
*don't include if you pay your balance(s) off in full each month
What’s your student loan balance?
(please select the range that represents your combined household debt burden)
Less than $10,000
$10,000 - $80,000
$80,000 - $150,000
$150,000+
What’s your credit card balance (across all cards)
Less than $5,000
$5,000 - $10,000
$10,000 - $20,000
$20,000+
There are so many types of goals that we help clients plan for. What are some of yours?
Choose any that apply
Buy a home
Travel
Start a family
Retire someday
Upgrade lifestyle
Be my own boss
Botox for life!
Buy a Tesla
Other
Do you feel guilty when you spend your money?
0
1
2
3
4
5
6
7
8
9
10
Not Really
Yes, all the time
Do you find yourself wondering where your money disappears to?
0
1
2
3
4
5
6
7
8
9
10
Not Really
Yes, all the time
How confident do you feel about your finances overall?
0
1
2
3
4
5
6
7
8
9
10
Meh...
Great!
212-913-9904
I want to start over
212-913-9904

What our lawyers want us to say: Stash Wealth is a Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service or investment strategy. Investments involve risk and unless otherwise stated are not guaranteed. Be sure to first consult with a qualified Financial Advisor (that's us), Tax Professional, or Attorney before implementing any strategy or recommendation discussed herein. There...we said it!

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