where can an investor find an investment objective questionnaire 
investors can find various free questionnaires online at brokerage sites however when choosing not to use a personal advisor it is important to review the questionnaire s assumptions and limitations and accept the firm s terms and conditions an investment objective will typically not be formally completed until a client has decided to use the services of the financial planner or advisor since the information that will be provided is highly sensitive can an investment objective change as financial circumstances or goals change it may be helpful for an investor to complete an investment objective questionnaire again and reallocate the investments in a portfolio 