• 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

  • Format: (000) 000-0000.
  • Date of Birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Are you married or in a relationship?*
  • Format: (000) 000-0000.
  • Date of Birth of Spouse/Partner*
     - -
    2 digit month, 2 digit day, 4 digit year

  • 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

  • Are you retired?*
  • Is your spouse/partner retired?*

  • EMPLOYMENT & INCOME

  • Are you currently employed?
  • Is your spouse/partner currently employed?
  • What type(s) of income do you have? (check those that apply to you)*
  • What type(s) of income does your spouse/partner have? (check those that apply to you)*

  • SELF-EMPLOYMENT & BUSINESS OWNERSHIP

  • Do you own and/or operate a business (or a non-profit)?*

  • 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).

    ____________________________________________________

  • What type of accounts do you have?
    Rows

  • LIABILITIES

  • LIVING

  • Do you rent or own your primary living home?*
  • Do you own other properties?
  • Do you work with any outside professional?*
  • Should be Empty: