Fact Finder Appointment Questionnaire

What is your name?

The best email address for documents to go to

We will not send any marketing to this address. It is purely info we will need you to have or get.

What is the best Cell Phone number to reach you at?

What is your spouse's name?

* Leave blank if you don't have

Your Age(s)?

What is your home Address?

* Please enter formatted address, city, state, country, zip code.

Who do you work for?

How long?

What is your work address?

* Please enter formatted address, city, state, country, zip code.

Please list any previous employers

* No addresses

Who does your spouse work for?

How long?

Previous employers for your spouse?

* No addresses

Please list all children and stepchildren and their ages.

* Please add name, relation and age

What Age would you like to retire?

What Age would your spouse like to retire?

About your house

How much is your house worth?

How much do you owe?

What is the interest rate for your mortgage?

How much is your monthly Mortgage payment?

Does this include taxes and insurance?

Do you own any rental properties?

How much is your house worth?

How much do you owe?

What is the interest rate for your mortgage?

How much is your monthly Mortgage payment?

Does this include taxes and insurance?

What was your household gross income last year?

How did you file?

In preparation for our appointment

We would like you to think about what financial goals are important to you. What are your most important values, are there any charities that you support or would like to support? Do you have any financial concerns or questions when you think of your financial future?

Please use this link to upload the following:

  • All investment account statements.
  • Any retirement account statements?
  • A copy of you and your spouses’ paystubs.
  • Any pertinent financial info you would like to make us aware of or research.
  • A copy of your will or trust if available.
  • A copy of your most recent Taxes if available.