Getting To Know You Questionnaire

Getting To Know You Questionnaire

This questionnaire allows us to get a better idea of your current situation. If we're not a good fit, we can provide recommendations. 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.
We are currently accepting new clients exclusively for comprehensive, long-term engagements that include both financial planning and investment management services.
Individual #1 Name (Full Legal Name)*
Individual #1 Employer/Profession *
Individual #1 Job Title*
Marital Status*
Individual #1 Date of Birth

MonthDayYear
Date
Email*
example@example.com
Individual #1 Phone Number(s)*
Individual #1 Home Address*
Individual #1 Work Address*
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

MonthDayYear
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?*
What are the biggest challenges you have with your finances right now?*
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?*
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.*
What services are you interested in right now? You can choose more than one.*

Financial planning and investment management (we are accepting long term engagements only)Other
Does anyone else need to be in this meeting for you to make a decision about moving forward?*

YesNo
If you answered yes to the question above, who?
Individual #1 Annual Base Salary Or Estimated Annual Wages *
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?*
How much debt do you have? *
How much do you have in retirement accounts? *
If you have any other investments, list them here:
How did you learn about Inclinevest?*
Should be Empty:

Getting To Know You Questionnaire

We are currently accepting new clients exclusively for comprehensive, long-term engagements that include both financial planning and investment management services.