Onboarding Questionnaire

Onboarding Questionnaire
Full Name *

First Name Last Name
Email *
example@example.com
Phone Number *

Area Code Phone Number
Date of Birth *

Month Day Year
Date Date Picker Icon

Address *

Street Address
Street Address Line 2
City	State / Province
Postal / Zip Code	Country

Please upload a PDF or picture of your ID (Driver's License or Passport)

Browse Files
(It is to comply with anti-money laundering (AML) regulations Cancel of
What are your primary goals? The goals should be SMART: specific, measurable ($ money), reachable, time specific (e.g. in 10 years) || For example: I want to purchase a house in 4 years in Chappaqua or Armonk for about $1.25M. I currently have saved $400k. *
At what age would you like to retire? *
Enter a number. Normal retirement age is 67.
What goals do you have in mind? Be as descriptive as possible. *
What type(s) of income do you have? (check those that apply to you) *

Salary W-2 Self-Employment / Freelance Distributions ISOs NQSOs RSUs ESPPs SARs Interest or Dividends Required Minimum Distributions Trust Income Pensions Inheritance Foreign Income
Do you own and/or operate a business? *

Yes No
Tell us a bit more about that business?
Please describe your income in detail *
What type of savings do you have? *

401(k) 403(b) 457 Traditional IRA Roth IRA SEP IRA Simple IRA HSA 529 Plan
How much are you saving every year? and where? *
How much do you spend on living expenses per month? (Roughly. Do not combine with your spouse, partner, or significant other) *
Living expenses: Your portion of rent, and other common expenses...
How much do you spend on lifestyle expenses per month? (Roughly. Do not combine with your spouse, partner, or significant other) *
Discretionary spending such as travel and vacations, shopping, dining out...
Are there any one-off expenses you plan to or are currently incurring these days?
This section is about family. It helps to understand the relationship and the ages of each of the members. It is especially important if they are your dependents or might be in the future.
Tell us about your family (Name, relationship, date of birth, and also mention if you might need to support that relative in the future): *
What is your LinkedIn profile link? *
This can be found when you login to linkedin and click on your profile
Do you work with any outside professional? *

Tax Accountant or CPA Estate Attorney Insurance Agent Other Financial Advisor
Should be Empty:

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