Online Questionnaire
Please tell us a little bit about your situation so we can be prepared for the call.
Your Name
*
First Name
Last Name
Co-Client's Name (optional)
First Name
Last Name
Preferred Phone Number
Preferred Phone Number
*
-
Area Code
Phone Number
By selecting "yes" below you agree to receive text messages from GW Financial, Inc. If you do not desire to receive text messages, please select "no." We do not use text messaging for marketing purposes, only for client servicing.
*
Yes
No
Preferred Phone Number for Co-Client (Optional)
-
Area Code
Phone Number
By selecting "yes" below you agree to receive text messages from GW Financial, Inc. If you do not desire to receive text messages, please select "no." We do not use text messaging for marketing purposes, only for client servicing.
Yes
No
*
Rows
You
Co-Client
Age
Expected Age of Retirement
If Working, Occupation
Marital Status
How do you currently manage your money? (Check all that apply.)
*
I manage my own investments
I use my employer’s retirement plan
I use a robo-advisor
I work with a financial advisor
None of the above
How comfortable are you with investing?
*
Very comfortable
Somewhat comfortable
Not at allcomfortable
Where are your assets custodied? (check all that apply)
Schwab
Fidelity
Vangaurd
Other
Please estimate your household income.
*
Less than $250k
$250-$500k
More than $500k
Do you rent or own your primary residence?
*
Rent
Own
Please estimate your current primary mortgage liability and provide your current interest rate:
*
Do you own one or more vacation homes?
*
Yes
No
Do you own one or more investment properties?
*
Yes
No
Do you own any interest in a business?
*
Yes
No
Do you have any current or deferred annuity income?
*
Yes
No
Do you have any current or deferred pension income?
*
Yes
No
Please estimate your total investable assets [e.g., 401(k), IRA, brokerage account].
*
Less than $500K
$500K–$2M
$2M–$5M
$5M–$10M
Over $10M
Please estimate your total net worth, including real estate and businesses.
*
Less than $500K
$500K–$1M
$1M–$5M
$5M–$10M
Over $10M
What are your financial goals, both short-term and long-term?
*
Are there any financial concerns or obstacles that you feel are standing in the way of achieving your goals?
*
What questions do you specifically want answered with this engagement?
*
If you would like the completed form emailed to you, please provide your email address below.
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