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Please use this form to let us know a little more about you and your current financial planning history, details and needs. This questionnaire informs us of how we can best serve you.

Name *

First

Last

Email

Phone

Address

Spouse's Name

First

Last

Spouse's Email

Spouse's Phone

What brings you to us?

Who Referred You?

What are your financial goals? Short term & long term?

When do you want to retire, and what do you want it to look like?

What are you current sources of income & are they going to change over the next three years?

What are your current assets and investments? (Example: $300k IRA, $675k 401K, $40K Money Market, Primary Residence $800k, etc.)

Do you have an attorney or CPA?

What estate planning documents do you have, and when were they last reviewed or updated?

Is there anything else we should know that we didn't ask you?

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This form is provided for your convenience. To ensure timely responses, we cannot accept instructions for trades or other time-sensitive information through this forum. For your security, we recommend that you do not disclose account numbers, passwords or other sensitive information in a message.