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Guided intake · about 15 minutes
The Fact & Feeling Finder
The Fact and Feeling Finder starts from a simple idea: good planning needs two things, the facts of your finances, and how you feel about risk and the future. This guided form captures both, so your first conversation with Jason starts miles ahead.
Welcome back. We saved your progress on this device. Pick up where you left off, or start fresh.
Prefer to talk it through instead? Book a visit and we’ll fill this in together.
What is the Fact and Feeling Finder?
The Fact and Feeling Finder is the guided questionnaire we use to begin every financial plan. The “facts” half captures your household, accounts, income, Social Security, insurance, and estate details. The “feelings” half captures your priorities and how you feel about risk, including the 11-question Color of Money Risk Analysis, which produces a score from 10 to 100.
How to complete the Fact and Feeling Finder
It takes about 15 minutes, and estimates are fine; exact account numbers are not needed. Work through the steps at your own pace. If you need to stop, use “Save & finish later”: we email you (and text you, only if you agree) a private link that reopens the form at the same step for 30 days.
What to have handy
- Recent statements or rough balances for your accounts
- Your Social Security estimate, if you have it
- Any pension, annuity, or insurance details
- Basic information about your estate documents
Reviewing and signing your document
At the end, you see the complete document exactly as it will be signed and can change anything before you sign. Signing is electronic, through our secure signing service at sign.frenchcapitalmanagement.com. Jason French then countersigns, and you both receive the final signed copy by email.
Signing is not a contract. Your signature only confirms that your answers are true and accurate to the best of your knowledge and lets us use them to prepare a hypothetical portfolio analysis for you. It does not hire French Capital Management, open an account, or commit you to any fee, and you are free to compare our analysis with other advisors. If you later decide to work with us, we send a separate advisory agreement for you to review first.
Where do I find my Social Security estimate?
Sign in to your my Social Security account at SSA.gov and download your statement. It shows your estimated benefit at different claiming ages, which is exactly what the Social Security step of the finder asks for. If you do not have it yet, leave those fields blank and we will look at it together.
What happens after I submit?
You review the finished document, sign it electronically, and Jason French countersigns. We then use your answers to prepare your hypothetical portfolio analysis and your planning meeting, so the conversation starts with your real numbers and priorities instead of paperwork.
Fact and Feeling Finder FAQ
Am I signing a contract?
No. Signing confirms your answers are accurate so we can prepare your hypothetical portfolio analysis. It does not commit you to hire us or pay anything. Jason also signs, to confirm he recorded your information correctly. An advisory agreement only comes later, and only if you choose to work with us.
Why does Jason sign too?
His signature certifies that the information was recorded exactly as you gave it. It is a quality check, not an agreement between you.
Is my information secure?
Your answers are sent over an encrypted connection and are used only to prepare your plan. We never sell or share your details. Please do not enter full account or Social Security numbers; estimates are fine, and documents can go through our secure document upload.
Do I have to finish it before my first meeting?
No. Many people fill it in with us during a visit. If you prefer, schedule a visit and we will complete it together.