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  • Introductory Meeting Questionnaire

  • In order for us to help you reach your financial goals, please answer the questions below regarding your financial profile.  Plan on about 10-15 minutes to complete them.

    Once we receive these, we will reach out to schedule a complimentary introductory meeting with you.

      *This is a secure form. Your information will not be shared externally.

  • Profile Information

  • Goals

  • Employer Plans

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  • Investments

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  • Expenses/Debt

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  • Insurance

    *Check mark the boxes below if you or your spouse have the specific type of insurance.
  • Retirement Readiness

  • Estate Planning

  • Life Transition

  • Tax Planning

  • Thank you for completing this questionnaire!

    We will be in touch with you soon.

    Advisory services are offered through Bridge Financial Strategies, LLC, a Registered Investment Advisor in the State of Arizona, and where otherwise legally permitted. Julie A. Kern is not an attorney and does not offer legal advice.

     

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