Wealth Consultation

Wealth Consultation Orientation Form
While the following information is not mandatory, it will help us to focus on your critical issues and opportunities. This will help you maximize the value of your free time with the Dr. Camarda team by getting key strategy ideas and action points.

We respect your privacy and keep your information complete confidential. To see our privacy policy, click here.
Your name*

First NameLast Name
E-mail*
Best Phone Number*

Area CodePhone Number
Best time to reach out to you?

Weekday MorningsWeekday AfternoonsNo preference
How would you like to stay in touch ? *
(video calls/phone/text/email)
Are you married?

YesNo
Spouse's Name

First NameLast Name
What is important to you
Help us focus on your objectives. Choose all areas that are of importance to you.

Estate Planning, protection & controlEstate tax protection / avoidanceAsset protection from financial predatorsIncome tax reduction / avoidanceInvestment management, returns and risk controlIncome from investmentsOther
Planning Details

Help us ask the right questions. Do any of these situations apply to you?

	Yes	No
Special Needs
Charitably inclined for much of my wealth
Kids from a previous marriage
Large asset / business sale pending
Large recent capital gain
Executive benefit assets
Business Owner
Large cash value life policies

Your Wealth Picture

This will provide insight on tax and asset protection challenges & opportunities. Net worth is especially critical to know for estate and tax control planning*

	<$400K	$400K - $1M	$1M - $5M	$5M - $10M	$10M - $25M	$25M +
Estimated Total Net Worth
Est Liquid Assets (Bank/Brokerage)
Est value of Real Estate (before debt)
Est value of owned businesses (your share)
Est Total Debt

Please click SUBMIT when finished. Your information will be transmitted securely to your advisor in preparation for your upcoming appointment. Thank you for helping us use your time most efficiently.
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Wealth Consultation Orientation Form

What is important to you

Planning Details

Your Wealth Picture