New Client Application Survey
Please spend 10 -15 minutes on this confidential questionnaire. Your responses help me understand how I can help you & your family with your money. I'll use this information to determine if it makes sense for us to schedule an introductory Zoom call. I have a 1-2 month waitlist for new clients, so if for any reason it does not make sense for us to schedule a call, I will work to provide you recommendations of financial planners I know and trust who are available sooner. Thank you for taking the time to fill this out. It's a big step to take!
Name
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First Name
Last Name
2nd Partner Name (if in a partnership/marriage)
First Name
Last Name
Email
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example@example.com
Birthdate
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Please share both birthdates if for a couple.
City & State
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Marital Status
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Please Select
Single
Married
In Long Term Partnership
Divorced
Widowed
Do you have children? If so, what age?
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Describe your current financial situation. Include an overview of income, debt, and savings.
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It's three years from today and we're chatting over coffee. You're telling me that you're really happy with the financial progress you've made over the past three years. What's happened to make you so happy?
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How did you hear about Deliberate Finances? If a specific person, please let me know who!
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Ongoing financial planning has a minimum annual fee of $4,200/year, rising with income, complexity, and net worth. Please check the box to confirm you have read and understand the minimum fee.
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Type option 1
Deliberate Finances has limited capacity to welcome new clients, and may only have a few openings over the next year. We may ask to put you on a waitlist if you would like to work together, or, we are happy to provide referrals to other financial advisors. What would your preference be?*
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I have a strong preference for working with you, even if it means waiting up to 6 months.
I'd like to start working with an advisor as soon as possible, including someone you refer me to. You have my permission to share this survey with other advisors
Other
Anything else you want to share?
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