Online Questionnaire
We use this initial inquiry to gather basic information about you before our Getting Acquainted Call. Please complete prior to our call.
Your Name
*
First Name
Last Name
Co-Clients's Name
First Name
Last Name
Preferred Phone Number (You)
*
-
Area Code
Phone Number
By selecting "yes" below you agree to receive text messages from GW Financial, Inc. If you do not desire to receive text messages, please select "no." We do not use text messaging for marketing purposes, only for client servicing.
*
Yes
No
Preferred Phone Number (Co-Client)
-
Area Code
Phone Number
By selecting "yes" below you agree to receive text messages from GW Financial, Inc. If you do not desire to receive text messages, please select "no." We do not use text messaging for marketing purposes, only for client servicing.
Yes
No
E-mail Address
*
E-mail Address (Co-Client)
Mailing Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
How do you prefer to be contacted?
*
Letter
Email
Phone
Text
Marital Status
*
Single
Married
Domestic Partner
Widowed
You
Co-Client
Age
Date of Birth (used for social security optimization)
(Expected) Age of Retirement
If Working, Occupation
If Working, Current Gross Income
How did you come to learn about our firm?
Online Search
CFP Board Search
NAPFA Advisor Search
Referred by another Client
Current Gross Income
$0-$100k
$100-$250k
$250-$500k
$500k +
What percentage of your current income do you want in retirement?
How much do you have saved for this goal?
How much per month are you saving toward retirement?
What are your expectations for this engagement?
*
What questions do you specifically want answered with this engagement?
Let's Get Started: Answer Now or Discuss Later
What are your financial goals, both short-term and long-term?
Are there any financial concerns or obstacles that you feel are standing in the way of achieving your goals?
Are there any specific milestones or events in your life that you are planning for financially, such as a wedding, college education, or retirement?
Do you have any children or other family members you care for?
Do you rent or own your primary residence?
Rent
Own
Do you own one or more vacation homes?
Yes
No
Do you own one or more investment properties?
Yes
No
Do you own any interest in a business?
Yes
No
Do you have any current or deferred annuity income?
Yes
No
Do you have any current or deferred pension income?
Yes
No
Submit
Should be Empty: