Getting To Know You Questionnaire
All responses are kept confidential. This form is secure-256-bit SSL Encryption. Thank you in advance.
Individual #1 Name (Full Legal Name)
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Individual #1 Employer/Profession
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Individual #1 Job Title
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Marital Status
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Individual #1 Date of Birth
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Month
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Day
Year
Date
Email
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example@example.com
Individual #1 Phone Number(s)
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Individual #1 Home Address
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Individual #1 Work Address
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Individual #1- Trusted Contact Information (Name, number, email and relationship)
Individual #2 Name (Full Legal Name)
Individual #2 Email Address(s)
Individual #2 Employer/Profession
Individual #2 Job Title
Individual #2 Date of Birth
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Month
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Day
Year
Date
Individual #2 Phone Number(s)
Individual #2 Home Address
Individual #2 Work Address
Please list your dependents
What are some of your current financial goals?
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What are the biggest challenges you have with your finances right now?
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Imagine it is three years from now and we are having our annual review. What will have happened between now and then for you to feel satisfied with our progress?
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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.
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What services are you interested in right now? You can choose more than one.
A one time comprehensive financial plan
Ongoing financial planning/long term relationship (after the one time plan is completed)
One financial topic based strategy session
Delegating the management of your investments to us
Other
Does anyone else need to be in this meeting for you to make a decision about moving forward?
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Yes
No
If you answered yes to the question above, who?
Individual #1 Annual Base Salary Or Estimated Annual Wages
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Individual #1 What is your credit score?
Individual #2 Annual Base Salary Or Estimated Annual Wages
Individual #2 What is your credit score?
Other Annual or Future Income
How much do you currently have in savings?
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How much debt do you have?
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How much do you have in retirement accounts?
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If you have any other investments, list them here:
How did you learn about Inclinevest?
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Save
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