Getting To Know You Questionnaire

Getting To Know You Questionnaire

This questionnaire allows us to get a better idea of your current situation. Upon completion you'll be routed to the calendar to schedule a call (disregard if you have already scheduled a call). All responses are kept confidential. This form is secure-256-bit SSL Encryption. Thank you in advance.
Name (Full Legal Name)
Employer/Profession
Job Title
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Email
example@example.com
What is your household status?
Phone Number(s)
Home Address
Work Address
Trusted Contact (optional)
Annual Base Salary Or Estimated Annual Wages
Do you expect any significant changes to your income or net worth in the future? (e.g., RSUs, bonuses, inheritance, business sale, pension changes)If yes, please estimate the amount and timing.
Individual #2 Name (Full Legal Name)
Individual #2 Email Address(s)
Individual #2 Employer/Profession
Individual #2 Job Title
Individual #2 Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Individual #2 Phone Number(s)
Individual #2 Home Address
Individual #2 Work Address
What are some of your current financial goals?
What are the biggest challenges you have with your finances right now?
If you could wave a magic wand and have the ideal financial advisor, what would that relationship or service look like?
Are there any transitions you are currently experience or likely to experience in the future? Ex: Work/career, financial, retirement, giving, leisure, vacation, education, making a big purchase, debt concerns, etc. If so, please describe the ones you are excited about or are concerned with.
Individual #2 Annual Base Salary Or Estimated Annual Wages
What is your approximate total investable net worth (including retirement accounts, brokerage accounts, RSUs, cash, and other investments)?
How much debt do you have?
Upload Relevant Financial Documents (Optional)

Feel free to upload any documents that may help us better understand your financial picture, such as recent investment statements, retirement account information, pension details, or other planning documents. Recent investment statements are especially helpful for our review.
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