All rights reserved. You are welcome to contact us via email or phone with any questions and for /Creator Confidential Client Questionnaire Integrated Financial Planning, P.C. Home Phone Financial Objectives Financial fears Professional Advisors Accountant Firm Name Phone In order that we may understand your 4 0 obj Financial Planning Questionnaire 475 Riverside Drive, Suite 1700 New York, NY 10115-0049 1-800-986-6222 Page 1 of 7 Please complete each of the following … 2 Before You Begin… This Confidential Client Questionnaire is designed to help you gather all the required information for your financial plan. /CreationDate (D:20120522130847-07'00') The questionnaire’s Financial Planning Questionnaire (continued) Cash Flow Information (Please submit most recent tax return) Note: You may elect to provide totals only for income and expenses, however it is preferable to provide as much information as possible for First off, most of us avoid the client feedback exercise for years on end. x��Zmo�F�n����C�r���p@�&������}�%ZJ#��%9�y]-����m�����33�|9?����������LPFy\\�Z5A]GU�i������$ �UOⰌ*���Ӥ,�z�"��l҅�4*&��$�늎@~N�(�����ך��s&Q9y���� y'�m۹��89�����g���"������*;�6�5Q�=�g�w���:%�nE��)�2^O[��/~9yq~���ٗ#`LY�b����7���[�,���4����+��DM�W�/�*j���KX�Y��/�� © 2017 Sample Questionnaire. Program questionnaires collect all the information from your client required to complete the projections for the financial planning software. - 1 - Wealth Management, LLC A Registered Investment Advisory Firm 100 Larkspur Landing Circle, Suite 110, Larkspur, CA 94939 Phone: (415) 300-4560 • Fax: (415) 461-4022 NEW CLIENT QUESTIONNAIRE AND %PDF-1.4 If you’re going to help your clients accomplish their goals, it’s important to understand their starting point. ASSETS C a s h E q u i v a l e n t s P e r s o n a l P r o p e r t y Checking 1 0 obj File detailed proof of loss , duly sworn to, with us within sixty (60) days after the discovery of loss ; First name: ______________________________________________________________, Surname: _______________________________________________________________, Address: ________________________________________________________________, Cell phone: ______________________________________________________________, Home phone: ____________________________________________________________, Date of birth: ____________________________________________________________, Gender: _________________________________________________________________, Marital status: ____________________________________________________________. Please give details of all the assets you currently possess: Description of asset: ______________________________________________________, Type of asset: ____________________________________________________________, Value of asset: ___________________________________________________________. Financial Planning Questionnaire | 3 Personal Details All clients need to complete this section. Sample Financial Planning Client Questionnaire Client Authorisation for Additional Information from Other Institutions or Advisers 30 2 | Financial Planning Questionnaire This is an important and confidential document. PACIFIC CREST FINANCIAL ADVISORS, LLC PRELIMINARY FINANCIAL PLANNING QUESTIONNAIRE We are pleased to offer you the opportunity to meet with us on a no-obligation basis. 3 of 16CONFIDENTIAL FINANCIAL PLANNING QUESTIONNAIRE Personal Background Information Scenario Title (Example “Financial Plan”) Names to be shown on cover CLIENT ACKNOWLEDGEMENT FAMILY MEMBERS First Financial Planning Questionnaire Peace of mind... the most valuable service we provide. But running a client survey for financial advisors isn’t straightforward. How Long? What Are You Doing Now? For Cash Recovery, the member must provide documentation from the financial institution that the funds were fraudulently removed and are non-recoverable from the financial institution. Once complete, be sure to click “Submit” at the bottom of each form. 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