Financial Questionnaire
Purpose: These questions help us determine if we're the right fit to guide you on your financial journey. Your answers are confidential and will be reviewed prior to scheduling a Discovery Session.
Contact Information
Client Name #1
*
First Name
Last Name
Client Name #2
First Name
Last Name
Email #1
*
example@example.com
Email #2
example@example.com
Phone Number #1
*
Please enter a valid phone number.
Format: (000) 000-0000.
Phone Number #2
Please enter a valid phone number.
Format: (000) 000-0000.
Personal & Family Overview
Current age #1
*
Current age #2
Are you married or in a long-term partnership
*
Please Select
Yes
No
Do you have children or dependents?
*
Please Select
Yes
No
Do you have any family members involved in your financial decisions?
*
Please Select
Yes
No
If yes, who?
*
Financial Snapshot
What is your current household income (approximate)?
*
Under $100,000
$100,001 - $250,000
$250,001 - $500,000
Over $500,000
What are your investable assets (not including your home)?
*
Under $500,000
$500,000 - $1.5 million
$1.5 million - $3 million
$3 million - $5 million
Over $5 million
What types of accounts do you currently have? (Check all that apply)
*
401(k) / 403(b)
IRA / Roth IRA
Brokerage Account
Trust or Estate Accounts
Business Ownership
Life Insurance Policies
Other
Current Priorities
What are the top 2-3 financial goals or challenges you're currently focused on?
*
Retirement planning
Investment management
Tax reduction strategies
College savings
Insurance review
Estate or legacy planning
Selling a business
Other
When would you ideally like to achieve these goals or start a financial planning process?
*
Immediately
Within 3-6 months
Within the year
Just exploring at this time
Relationship Expectations
Have you worked with a financial advisor before
*
Please Select
Yes
No
If yes, what worked well or what did you wish was different?
*
What level of guidance are you looking for?
*
Ongoing comprehensive planning
Investment advice only
One-time financial plan
Not sure yet
What made you reach out to us specifically?
*
Compatibility & Fit
What is most important to you in a financial advisory relationship? (Select all that apply)
*
Trust and transparency
Clear communication
Proactive planning
Experienced team
Tax and estate integration
Technology and tools
Retirement income planning
Insurance expertise
Are you open to collaborating over time, providing us the necessary documents, and meeting regularly?
*
Please Select
Yes
No
Not sure
Logistics
How did you hear about Bowers Digmann Financial?
*
Referral (please specify):_________________
Event
Another professional (CPA, attorney, etc):_____________________
Website
Social Media
Other
If Referral, please specify:
*
If Another professional (CPA, attorney, etc), please specify
*
Have you met or spoken with anyone from our team before?
*
Please Select
Yes
No
If yes, who?
*
Is there a specific question or topic you hope to address in our initial meeting?
Additional Notes
Submit
Should be Empty: