Lifestyle Survey

So that we can do a better job organizing events and activities, please answer the following “Interests and Hobbies” questions.

Client Name*

Client DOB*

Client Email*

Wedding Anniversary*

Spouse Name*

Spouse DOB*

Souse Email*

Are you on Facebook*

Are you interested in the following:

Golfing: Very Kind Of Doesn't Matter Not At All

Fishing: Very Kind Of Doesn't Matter Not At All

Dancing: Very Kind Of Doesn't Matter Not At All

Tennis: Very Kind Of Doesn't Matter Not At All

Playing Cards/Bingo: Very Kind Of Doesn't Matter Not At All

Boating: Very Kind Of Doesn't Matter Not At All

Church: Very Kind Of Doesn't Matter Not At All

Bicycling: Very Kind Of Doesn't Matter Not At All

Snow Skiing: Very Kind Of Doesn't Matter Not At All

Hunting/Shooting: Very Kind Of Doesn't Matter Not At All

Horseback Riding: Very Kind Of Doesn't Matter Not At All

Movies: Very Kind Of Doesn't Matter Not At All

Cultural/Arts Events: Very Kind Of Doesn't Matter Not At All

Cruise: Very Kind Of Doesn't Matter Not At All

Gourmet Cooking/Fine Foods: Very Kind Of Doesn't Matter Not At All

Casino Gambling: Very Kind Of Doesn't Matter Not At All

Watching Sports: Very Kind Of Doesn't Matter Not At All

Please add any additional interests*

What are your 3 favorite foods?*


Do you enjoy wine?*

If yes, which kind*:

Are you diabetic?*

Are you in a golf league?*

If yes, in what location?*

Do you belong to any groups/organizations?*

If yes, which ones*:


What can we do to improve your overall experience at Sound FInancial Solutions, Inc.?*

If we could design a special event that would absolutely put a smile on your face what would it be?*