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LifeLong Care LLC YOUR COMPLETE FINANCIAL FAMILY

Mindy & Charles-Elie
(956) 888-1760 · lifelongcarellc.care

Client Needs Assessment 0% complete

Let's Find Your Perfect Financial Plan

Answer a few questions and we'll instantly show you exactly which insurance, investment, tax, and notary services fit your life right now. Takes about 4 minutes.

🛡️ Insurance 📈 Investments 📋 Taxes ✍️ Notary 🌎 Bilingual

⏱️ About 4 minutes · No obligation · 100% confidential

👤 About You

Contact Info

What's your name?

Contact Info

Best phone number to reach you?

Contact Info

Email address?

Question 1 of 20

What is your age range?

18 – 25

Just starting out

26 – 35

Building my career and life

36 – 50

Growing family or business

51 – 64

Planning for retirement

65+

In or near retirement

Question 2 of 20

What is your current life situation?

Single, no dependents

Married or partnered, no kids

Family with children at home

Empty nester — kids are grown

Business owner

Question 3 of 20

What is your approximate annual household income?

Under $30,000

$30,000 – $60,000

$60,000 – $100,000

$100,000 – $200,000

Over $200,000

🛡️ Insurance Needs

Question 4 of 20

Do you currently have life insurance?

No life insurance at all

Only through my employer

Usually not enough if you leave or get laid off

I have a policy but not sure it's enough

I'm well covered and recently reviewed

Question 5 of 20

What is your primary health insurance situation?

No health insurance

Through my employer

ACA / Marketplace plan

Medicare

Medicaid

Self-pay / uninsured

Question 6 of 20

If you couldn't work for 6 months, could your family survive financially?

No — we would struggle quickly

Maybe — some savings but wouldn't last

Yes — we have savings or a disability policy

Question 7 of 20

Are you concerned about long-term care costs?

Yes — worried about my own future care

Yes — concerned about my parents

Not right now

Question 8 of 20

Have you thought about final expense / funeral coverage?

Never thought about it

I've thought about it but don't have anything

I already have something in place

📈 Investment Risk Profile

Question 9 of 20

On a scale of 1–5, what is your investment risk tolerance?

1 = Never want to lose money. 5 = Comfortable with big swings for bigger gains.

1Very Conservative 2Conservative 3Moderate 4Growth 5Aggressive

Question 10 of 20

If your investments dropped 20%, what would you do?

Sell everything immediately

I can't afford to lose money

Sell some to reduce risk

Hold and wait for recovery

Buy more — good opportunity

Question 11 of 20

What is your primary financial goal right now?

Protect what I have

Safety and stability first

Steady growth over time

Maximize long-term growth

Generate retirement income now

Question 12 of 20

When do you expect to need your invested money?

Within 3 years

3 – 10 years

10 – 20 years

20+ years

Question 13 of 20

Do you currently have any retirement savings?

No retirement savings yet

Some — less than 1 year of income

Good — 1 to 5 years of income

Strong — more than 5 years of income

📋 Tax Situation

Question 14 of 20

How do you currently file your taxes?

I do them myself (TurboTax, etc.)

I use a tax professional

A family member helps me

I'm behind on my taxes

Question 15 of 20

What best describes your income sources?

W-2 employee (regular paycheck)

Self-employed or freelance (1099)

Business owner

Rental income

Investment income

Social Security or pension

Question 16 of 20

Do you have any of these tax situations?

I itemize deductions

I claim dependents

Home office or business expenses

Investment gains or losses to report

My taxes are simple — just a W-2

✍️ Notary & Legal Documents

Question 17 of 20

Do you have documents that may need notarization?

Real estate documents

Power of attorney

Affidavit or sworn statement

Immigration or legal documents

Business contracts or agreements

None right now

🎯 Your Priorities

Question 18 of 20

What is your single biggest financial worry right now?

What happens to my family if I die

Not having enough for retirement

Unexpected medical bills

Paying too much in taxes

Protecting my business

Not saving enough

Question 19 of 20

How soon are you looking to take action?

Right away — this is urgent

Within the next month

Within 3 months

Just exploring for now

Question 20 of 20

Preferred language for your consultation?

🇺🇸 English

🇲🇽 Español

Either is fine

🔒 Your information is private

Analyzing your answers...