Become A Client Home | Become a Client Let's Plan Your Financial Future Client Financial InformationΔFirst Name(s)Last NamePrimary Cell Phone NumberPreferred Email AddressHow Did You Hear About Us?Your Financial SnapshotApproximate numbers are fineAnnual Household Income Under $250,000 $250,000 – $500,000 $500,000 – $1 Million $1 Million +Investable Assets (excluding Real Estate & Business) Under $500,000 $500,000 - $1 Million $1 Million - $5 Million $5 Million +Sources of Wealth Salary/Bonuses Business Ownership Inheritance Real Estate OtherDo You Currently Work With A Financial Professional? Yes NoWhat's On Your Mind?Why now? What prompted you to reach out today?What goals or questions are top of mind for you? Retirement Planning Investment Management Business Exit/Liquidity Event Estate & Legacy Planning Tax Strategy Charitable Giving Family Wealth & Education OtherHow would you describe your current relationship with money? Confident Anxious Curious Overwhelmed In control, but want expert guidance OtherCurrent Financial LandscapeRetirement Planning I feel confident and have a clear plan in place I feel somewhat prepared, but I'm not sure if I'm truly on track I feel behind and need a plan I haven't started thinking seriously about this yetCollege Education Planning We have a solid plan & funding strategy in place We've started saving, but not sure it's enough We haven't started but we need to N/A or no college funding goalsTax Efficiency in Investments I'm confident our investment strategy is tax-efficient I think we could improve, but I'm not sure how I have no idea if my investments are tax-efficient I don't currently investUnderstanding Financial Professional Compensation I clearly understand how my financial professional gets paid I think i have a general idea, but could use some clarity I have no idea how they're compensated I don't work with a financial professionalAmount of Insurance I'm confident I have the right amount of life insurance I have coverage, but not sure it's enough I don't have life insurance but know I should Not sure this applies to meType of Life Insurance I know exactly what type I have, and why I know I have something, but not sure if it's the right kind I don't have life insurance yet I don't think I need coverageDisability Insurance I'm fully covered and understand my policy I have some coverage, but not sure if it's efficient I don't have disability insurance, but I'm open to learning more I don't think I need this coverageEstate Planning My estate plan is complete and up to date I have a will/trust, but it may need updating I don't have an estate plan in place yet Not sure where to startSocial Security Planning I understand how to maximize my social security benefits I've started thinking about this but have unanswered questions I haven't considered this at all yet This doesn't apply to me nowMinimizing Lifetime Taxes I have a proactive tax strategy I understand I think I could be doing more, but need guidance I don't have a strategy and want help I haven't thought about this yetReady to Meet?Are you looking to make a decision in the near term? I'm ready to get started I'm exploring options Just curiousPreferred Meeting Format In-Person Virtual No Preference Please check the box to acknowledge the below: Your responses are confidential and will only be used to create a financial plan tailored to your goals and situation. We will not share your information without your consent, except as required by law or to deliver requested services. This form helps your advisor comply with regulatory requirements and assess your financial needs, investment objectives, and risk tolerance. Accurate information is essential—misrepresentation may affect the quality of advice. Please inform your advisor of any changes to your circumstances. Completing this form does not guarantee specific outcomes, and all investments involve risk, including loss of principal. Your advisor will develop a strategy aligned with your goals, but past performance is not a predictor of future results. By submitting this form, you confirm that you understand and accept these terms. If you have questions or concerns, please contact us. For more details on our services and regulatory disclosures, see our Form ADV Part 2A, available on our website.Submit Form
