Client Interest Form

Client Interest Form

Thank you for your interest in working with Sage Financial. Please complete the below questionnaire to the best of your ability to help us understand your current financial situation and goals. We will give you a call at the provided phone number within a few business days to explore how we could work together. We look forward to speaking with you soon!
Head of Household (HOH) Legal Name*

First NameLast Name
HOH Preferred Name or Nickname
HOH Pronouns
Co-Client Legal Name (if applicable)

First NameLast Name
Co-Client Preferred Name or Nickname
Co-Client Pronouns
HOH Date of Birth*

MonthDayYear
Date
Co-Client Date of Birth

MonthDayYear
Date
HOH Email*
example@example.com
Co-Client Email
example@example.com
HOH Phone Number*
Please enter a valid phone number.
Co-Client Phone Number
Please enter a valid phone number.
What city and state do you reside in?
How did you find Sage Financial?*

GoogleYelpXY Planning NetworkNational Association of Personal Financial Advisors (NAPFA)Advice Only Network (AON)Sage Money Newsletter (subscribe on our website at www.sagefinancialsd.com)Friend or family recommendation (please include their name in the Other section below)Colleague recommendation (please include their name and your shared employer or organization in the Other section below)Other
What advising services are you interested in at this time?*

One-Time Plan (a six month planning engagement)Ongoing Planning (a one year+ planning engagement)Hourly AdvisingI'm not sure yet
Who are you planning for at this time? (please check all that apply)*

MyselfSpouseUnmarried PartnerChildrenGrandchildrenOther
What aspects are you interested in planning for at this time?*

Goal Identification & PrioritizationBudgeting/Cash FlowEmergency FundDebt ManagementRetirementFI/REEmployee Benefits OptimizationEquity CompensationInvestmentsImpact InvestingTaxesEstateBuying a HomeStarting or Growing a FamilySaving for EducationStarting a BusinessInsurance & Risk ManagementSmall Business Financial PlanningCharitable GivingTaking a Sabbatical or Career BreakOther
Are you able to save regularly at this time? Please tell me about your current savings strategy, including if anything is impacting it and whether you are happy with your savings rate.*
Would you like us to spend time creating a balanced spending plan (budget) for your household?*

YesNo
Do you have any particular family considerations that will apply to your planning?*

Special needsAdoptionCaretakingSeparation agreementDivorceAlimonyChild supportOngoing financial supportFamily trustN/AOther
What is the estimated sum of your household investable assets? This includes cash on hand as well as the value of all bank, retirement, and investment accounts.
How many bank accounts does your household own? (including all checking, savings, CDs or other cash equivalents)*
How many investment accounts does your household own? (including all employer-sponsored or personally held retirement and general investment accounts)*
What real estate holdings do you currently have?*

Primary HomeVacation HomeRental Property/iesN/A
What is your household's total annual employment and investment income? (including W2: salary, bonuses, commissions, as well as any taxable interest and/or dividends) *
How many W2s are expected to be received by household members this year?*
Does anyone in the household receive any of the following equity compensation? (please check all that apply)*

RSUPSUISONSOESPPSARDeferred Compensation or Bonus PlansN/A
Are you a business owner?*

NoYes, I am a sole proprietorNo, but I am planning to start a business within the next yearYes, and I have 1-2 employeesYes, and I have 3+ employees
What is your total household self-employment income? (including 1099, K-1, Schedule C or other reportable self-employment income)
How many years until you expect to retire?*

Less than 5 yearsBetween 5-10 yearsBetween 10-20 yearsMore than 20 years
What is the balance of your outstanding household student loans?*

Less than $20,000More than $100,000Between $20,000 - $100,000None
What is the balance of your outstanding household consumer debt, excluding mortgage and student loans? (e.g. credit cards, car loans, personal loans)*

Less than $20,000More than $100,000Between $20,000 - $100,000None
Sage Financial specializes in serving First Generation Wealth Builders. Generally speaking, this means those who did not grow up with much money and who are often the first in their family to meet certain milestones, including First Gen college students, Americans, investors and so on. We also specialize in serving progressive impact-oriented consumers and investors. Would you consider yourself a First Generation Wealth Builder and/or a progressive consumer and investor? Please feel free to share as much or as little of your personal money story as you would like.
Please feel free to share any other details applicable to your current household goals and planning needs. Thank you!
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