Are you Currently Employed
Yes
No
Do you have a 401(k) or a 403(b)
401(k)
403(b)
I don't know
Do you have any funds {401(k), 403(b), retretirement fund, etc.} from a previous job that you haven't rolled over?
Yes
No
I might?
I have no idea
What do you estimate the values of your 401(k) to be?
$0-$2500
$2500-$10k
$10k-$50k
$50k-$100k
$100k-$250k
$250k-$1mill
$1mill+
Do you have paperwork relating to your 401(k)/403(b) that you could find the policy numbers?
Yes
No
I don't know
How is your portfolio currently managed?
My portfolio is self directed
My portfolio is administered by a plan administrator
I don't know
Have you taken any steps to restrict investments in companies that don't reflect your values?
Yes
No
If yes, feel free to explain
How important is it for your financial investments reflect your personal values??
Not Important
Somewhat Important
Important
Very Important
Extremely Important
Are there any values that if a company didn't support, you would be 100% opposed to having your money invested with?
Yes
No
Which Issues Below Do You Strongly Support, And Refuse To Invest In A Company That Did Not Support These Positions?
Racial Diversity
Limiting Climate Change
Womens Rights
Religious Freedom
Health Care Avalibility
Opposition to Tabacco Industy
Anti Animal Testing
LGBTQ+ Rights
Criminal Justice Reform
Improving Air Quality
Limiting Homelessness
COVID Vaccination
Soldiers in Afghanistan
Other
Terms of Service
Gramm-Leach-Bliley Privacy Notice
NY - Domestic Violence Notification
