Recipient
Client 1 Full Name
Client 2 Full Name
Earn Into Wealth Advisory Pre-Meeting Form
Earn Into Wealth specializes in helping busy high-earning professionals to develop, implement, and monitor a financial plan to accumulate wealth. If you have already completed this form in a previous step, please skip. Check your email for confirmation of your submission. To secure your meeting slot, kindly complete this pre-meeting questionnaire.
Household Information
Client 1 First Name
*
Client 1 Last Name
*
Your Age:
*
Email Address:
*
example@example.com
Cell Number:
*
-
Area Code
Phone Number
Are you married or living with a significant other?
*
No
Yes
Divorced
Separated
Other
Spouse/Partner's First Name
Spouse/Partner's Last Name
Spouse/Partner's Age:
*
Spouse/Partner's Email Address:
*
Spouse/Partner's Cell Number:
*
-
Area Code
Phone Number
Your Address:
*
Street Address
Street Address Line 2
*
City
*
State
*
Zipcode
Number of dependents? (Children or Parents) (Someone you provide more than 50% of support to each year)
*
0
1
2
3+
What are the names and ages of your dependents?
*
Client 1: Are you a US Citizen or Permanent Resident?
*
Yes
No
Other
Spouse (Partner): US Citizen or Permanent Resident?
*
Yes
No
Other
Income Sources
Client 1: How do you earn your income?
*
W2-Earner
1099 Earner
Business Owner (Salary, Owner Draws, Profit Distributions)
Client 1: Employer or Company Name (if business owner)
*
Client 1: How is your entity structured?
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Sole Proprietorship
Partnership
LLC
S-Corp
C-Corp
Not sure, will need to ask my accountant
What is the current annual revenue for your business?
*
ex. $500,000 in gross receipts
How many full-time W2 employees do you have?
*
Do you have a retirement plan established for your business?
*
Client 1: Duration at Employer or Business:
*
Job Title:
*
Annual Base Salary ($):
*
Annual Commissions, Tips, Bonuses (Other Variable Pay):Actual or Anticipated
*
Spouse (Partner's) Employer or Company Name (If Business Owner):
*
Spouse/Partner: How do you earn your income?
*
W2-Earner
1099 Earner
Business Owner (Salary, Owner Draws, Profit Distributions)
(Partner/Spouse) How is your entity structured?
*
Sole Proprietorship
Partnership
LLC
S-Corp
C-Corp
Not sure, will need to ask my accountant
(Partner/Spouse) What is current annual revenue for your business?
*
ex. $500,000 in gross receipts
(Partner/Spouse) How many full-time W2 employees do you have?
*
(Partner/Spouse) Do you have a retirement plan established for your business?
*
Spouse (Partner's) Duration at Employer or Business:
*
Spouse (Partner's) Job Title:
*
Spouse (Partner's) Annual Base Salary ($):
*
Spouse (Partner's) Annual Commissions, Tips, Bonuses (Other Variable Pay):Actual or Anticipated
*
Are you or your significant other anticipating a career/job change?
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Yes
No
Assets
Cash Accounts (approximate value): Savings, Checking Accounts, CD's
*
Investment Accounts Value (Non-Retirement): Any funds invested outside of your retirement plans
*
Retirement Accounts IRA's, 401k's, Pensions
*
Primary Residence approximate market value of your home, if owned
*
Other Assets Please describe briefly and state approximate value
*
Liabilities (Debt)
Student Loans ($)
*
Credit Card Balances (Indicate only the amounts not paid off each month)
*
Mortgage(s) or Home Equity Loan(s)
*
Vehicle Loan(s)
*
History of Divorce, Bankruptcy, or Lawsuits? If so, kindly provide context below
*
Are your finances in any way intertwined with that of another family member (parents, siblings, other relatives)? If yes, kindly provide context below and the associated amounts of your commitment/obligation?
*
Total Monthly Expenses (Estimated amount or range of what you spend monthly)
*
Life Transitions & Goals
Are you anticipating or have you recently experienced any of the following? (check all that apply)
*
New Job
Marriage/Engagement
Inheritance
New Child
Job Loss/Lay-Off
Divorce
None
Do you have any of the following documents prepared already? (Please check all that apply)
*
Will
Durable Power of Attorney
Health Directives
I need help getting my documents done
If you own a business, what are your goals and intent for it in the next 12-24 months?
What is your most important financial/life goal during the next 12 months?
*
Are you currently working with a financial advisor? If yes, kindly provide context below
*
Insurance
Do you have your own private long-term disability insurance?
*
I do
Both my partner and I do
Just my partner
No
Do you have your own private life insurance policy?
*
I do
Both my partner and I do
Just my partner
No
Do you need help determining what type of insurance to own?
*
Yes
No
Package Choice
Please select the package you are interested in pursuing. Guidance: This service is designed for individuals and households earning at least $250k+ and/OR with minimum investable assets of $500k+. Be sure to count all compensation including bonuses and stock/equity awards to estimate your total income. For small business owners, we recommend our business-owner package(s) for those making between $300k to $25M in annual revenue.
Which service package are you interested in? (Please refer to guidance above)
On-Going Full Service Advisory Services, (Annual Program, Pay in Monthly or Quarterly installments)
One-Time Financial Clarity Session/Project
How did you learn about Earn Into Wealth? If referred, please let us know who to thank.
XYPN
Yelp
Fee-Only Network
In-Person Event
Instagram
Facebook
LinkedIn
Chief
Other
How soon are you hoping to work with an advisor?
Immediately (Within a month)
Within 60 days
Within 90 days
Within 6 months
Would you like to receive helpful financial tips and ideas from us?
Yes!
Not interested!
I'm already on your email list!
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