arm1_002 | | arm 1 missing goals |
arm1_goal1 | | To be better off than my peers |
arm1_goal2 | | To pay for personal self-improvement |
arm1_goal3 | | To experience the excitement of investing |
arm1_goal4 | | To start a new business |
arm1_goal5 | | To buy a house |
arm1_goal6 | | To help pay for kids' college education |
arm1_goal7 | | To stop working and do something I love |
arm1_goal8 | | To go on a dream vacation |
arm1_goal9 | | To relocate in retirement |
arm1_goal10 | | To care for my aging parents |
arm1_goal11 | | To give to charity or other causes I care about |
arm1_goal12 | | To feel secure about my finances in retirement |
arm1_goal13 | | To feel secure about my current finances |
arm1_goal14 | | To leave an inheritance to my loved ones |
arm1_goal15 | | To retire early |
arm1_goal16 | | To pay for future medical expenses |
arm1_goal17 | | To not be a financial burden to my family as I grow older |
arm1_goals_order | | order of goals |
arm2_001_least_answer | Least important | scenario least important |
arm2_001_most_answer | Most important | scenario most important |
arm3_001 | | arm 3 goals |
arm3_goal1 | | To be better off than my peers |
arm3_goal2 | | To pay for personal self-improvement |
arm3_goal3 | | To experience the excitement of investing |
arm3_goal4 | | To start a new business |
arm3_goal5 | | To buy a house |
arm3_goal6 | | To help pay for kids' college education |
arm3_goal7 | | To stop working and do something I love |
arm3_goal8 | | To go on a dream vacation |
arm3_goal9 | | To relocate in retirement |
arm3_goal10 | | To care for my aging parents |
arm3_goal11 | | To give to charity or other causes I care about |
arm3_goal12 | | To feel secure about my finances in retirement |
arm3_goal13 | | To feel secure about my current finances |
arm3_goal14 | | To leave an inheritance to my loved ones |
arm3_goal15 | | To retire early |
arm3_goal16 | | To pay for future medical expenses |
arm3_goal17 | | To not be a financial burden to my family as I grow older |
arm3_goal18 | | Extra 1 |
arm3_goal19 | | Extra 2 |
arm3_goal20 | | Extra 3 |
arm3_goals_order | | order of goals arm 3 |
investor_goal1 | | Helps me stay in control of my emotions |
investor_goal2 | | Has a good reputation and positive reviews |
investor_goal3 | | Is knowledgeable on tax consequences of investing |
investor_goal4 | | Can help me maximize my returns |
investor_goal5 | | Is approachable and easy to talk to |
investor_goal6 | | Helps me reach my financial goals |
investor_goal7 | | Is easy to get a hold of |
investor_goal8 | | Has a clear fee structure so I know what I’m paying for |
investor_goal9 | | Understands me and my unique needs |
investor_goal10 | | Uses up-to-date technology |
investor_goal11 | | Acts as a coach/mentor to keep me on track |
investor_goal12 | | Presents themselves in a professional manner |
investor_goal13 | | Keeps my interests in focus with unbiased advice |
investor_goal14 | | Communicates and explains financial concepts well |
investor_goal15 | | Has the relevant skills and knowledge |
survey_arm | Indicates survey arm | survey arm |
val001 | Do you currently have a financial advisor? | currently have a financial advisor |
val001a | Do you consider yourself as an investor? | consider to be investor |
val002_attribute_order | | order of investor attributes |