Glideslope - Introductory Questionnaire
Thank you for sharing some information before our meeting. The information you provide will help me get to know you and your goals for meeting together.
Name
*
First Name
Last Name
Age
*
Email
*
example@example.com
Location
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
Please enter a valid phone number.
Marital Status
*
Single
Married
Divorced
Widow
Spouse / Partner Name (if Applicable):
First Name
Last Name
Spouse / Partner Age
Number of Children (if any) under 18:
Number of Children (if any) over 18:
Employment Status
Employed
Self-Employed
Retired
Student
Other
If other please specify
What do you and / or your spouse / partner do for work?
At what age would you like to retire?
Primary reasons for contacting Glideslope Wealth Management?
Major Life Changes
Estate Planning
Retirement Planning
Managing Debt
College Savings
Written Financial Plan
Reviewing Current Income/Goals
Management of Income Assets
Reducing Liabilities
Life Insurance Considerations
Other
Have you worked with an advisor in the past?
Yes
No
If you worked with an advisor in the past, what was the thing you liked most and least in working together?
What do you hope to find out through meeting together?
If you had no financial constraints, what would you like to do with your time?
What expectations do you have from our potentially working together?
Please select range of yearly household income
None
Up to $150,000
$150,000 to $250,000
$250,000 to $400,000
$400,000 to $750,000
Over $750,000
Please select range of your investments (taxable and tax deferred/401k)
None
Up to $500,000
$500,000 to $1,000,000
$1,000,000 to $2,000,000
$2,000,000 to $5,000,000
more than $5,000,000
Thank you for your time! I look forward to getting to know you!
Submit
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