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  • Onboarding Questionnaire

    Your comprehensive answers are crucial for me to deliver exceptional financial planning services. Please fill out the questionnaire thoroughly so I can best support you on your financial journey. Since this is a lengthy form, just click the "SAVE" button at the bottom and come back to it later if you run out of time.
  • PRIMARY CONTACT INFORMATION

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  • FAMILY INFORMATION

    This section will allow me to help you now and in the future, and needs to be completed in great detail.
  • GOALS: RETIREMENT AND THE REST

  • EMPLOYMENT & INCOME

  • SELF-EMPLOYMENT & BUSINESS OWNERSHIP

  • SAVINGS / ASSETS

  • PLEASE READ THIS BEFORE FILLING OUT THIS SECTION

    If you plan to upload financial statements into your google folder, you may skip the below question (table).

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  • LIABILITIES

  • LIVING

  • Should be Empty: