Broker Check
Client Center

Welcome. We’re so glad you’re here.

This short questionnaire helps us get to know you, understand what you’re navigating right now, and make sure our first conversation is as helpful and comfortable as possible. It should take about 3–5 minutes to complete, and there are no right or wrong answers, just answer as best you can.

1. How did you find Krebs Financial Management? *
2. What is your primary financial goal right now? *
4. Approximately how much do you have in investable assets (excluding your current employer’s retirement plan and home equity)?
This helps us get a sense of your financial picture. There is absolutely no right or wrong place to be, everyone’s starting point is different. *
5. Have you worked with a financial professional before? *
6. Upcoming life changes (select at least one) *
7. How involved do you prefer to be? *
8. What meeting style works best for you? *

Thank you — your responses help us prepare for our conversation and make sure we’re the right fit for your goals and the season of life you’re in. We’re looking forward to connecting with you.

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