Client Intake

First Name

Last Name

Phone Number

E-mail

What is your IG handle?

State & Country of Residence

Are you married?

Yes

How many children do you have?

What is your biggest financial worry or concern?

What would you most like help addressing with regard to your finances?

Please list your top 5 financial goals & dreams

What is your annual gross income?

What are your total monthly expenses?

Please list all of your current debts below

Please list all of your savings, investments and/or assets below

Do you currently have any life insurance?

Yes

If you answered yes to the previous question, how much coverage do you currently have?

Do you have a will or trust?

Yes

How much money do you feel that you could comfortably save on a monthly basis to achieve your financial goals & dreams? (Be sure to put down a number that feels both meaningful & realistic for you).

If someone from our network of licensed financial professionals can put together a plan for you that completely meets your needs, and you are the sole judge of that, are you ready to implement it when we meet?

Yes, I'd be ready to implement it right away.

No, I am not ready to make any moves at this time.

How did you hear about us? (If referred by someone, please list their name so we can be sure to thank them)

We’re committed to developing top-notch financial professionals and we take great pride in our on-the-job training program for our advisors-in-training. Would you be open to supporting the development of our next wave of independent financial professionals, enabling us to help even more families like yours, by allowing one of our licensed trainees to sit in on your strategy call? Your willingness to help them learn means a lot to us, and of course, all information shared will remain confidential.

Yes

Please be advised: many of our e-mails have been going to spam. Our team is generally pretty great about getting back to you within 48 business hours, so if you have not received an e-mail from us within this timeframe, please search your spam and junk mailboxes for an e-mail from us at: [email protected]

I understand

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Financial Strategy Application Form

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