• Introductory Meeting Questionnaire

  • In order for us to help you reach your financial goals, please answer the questions below regarding your financial profile.  Plan on about 10-15 minutes to complete them.

    Once we receive these, we will reach out to schedule a complimentary introductory meeting with you.

      *This is a secure form. Your information will not be shared externally.

  • Profile Information

  • Marital Status*
  • Children:
  • What is your occupation?*
  • What is your spouse's occupation?
  • Are you self-employed*
  • Is your spouse self-employed*

  • Goals

  • What aspects of financial planning are the most important to you? *
  • What is your primary investment objective?*
  • Are you currently working with an investment advisor or financial planner?*
  • Are you looking for a firm to manage your investments?*

  • Employer Plans

  • Do you or a spouse have any of the following types of benefit plans. Please enter approximate account balances for all that apply:
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  • Investments

  • Do you own a home?*
  • Do you own any rental properties?*
  • How much experience do you have with the following types of investments?*
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  • Expenses/Debt

  • Do you know what your monthly living expenses are?*
  • Please list the balances of the types of debt that you have:
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  • Insurance

    *Check mark the boxes below if you or your spouse have the specific type of insurance.
  • Do you have life insurance*
  • Do you have long-term care insurance?*
  • Do you have disability insurance?*

  • Retirement Readiness

  • Are you currently receiving Social Security Benefits? Please mark who is currently receiving benefits.*
  • Do you have a pension plan?*
  • Do you need to decide how or when to take a pension (lump sum vs annuity for example)?

  • Estate Planning

  • Do you have a will?
  • Do you have a trust?

  • Life Transition

  • Have you recently experienced a life transition (check all that apply)?:

  • Tax Planning

  • Do you currently work with a CPA?*
  • If so, does your CPA provide you with tax planning strategies?*

  • Thank you for completing this questionnaire!

    We will be in touch with you soon.

    Advisory services are offered through Bridge Financial Strategies, LLC, a Registered Investment Advisor in the State of Arizona, and where otherwise legally permitted. Julie A. Kern is not an attorney and does not offer legal advice.

     

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