New Client Survey – Financial Planning Associates, Inc.

New Client Survey

By answering the questions presented in this brief preliminary client data survey you will help us use our time efficiently during your initial get-acquainted meeting.

Thank you.

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Client first name. *

Client last name. *

Client date of birth *

Client age. *

Client email. *

Client mobile phone. *

Do you have a co-client (spouse)? *

Yes, I have a co-client
No, I do not have a co-client

Referred by. *

What is your most important financial objective? *

What is your 2nd most important financial objective?

Additional financial objectives.

What is your greatest financial concern/problem? *

What is your second greatest concern/problem?

Other concerns/problems.

Tell us about your children and/or other dependents.

Name / estimated value of your most valuable asset? *

Name / estimated value of your 2nd most valuable asset?

Name / estimated value of your 3rd most valuable asset?

What additional assets do you own?

Name / estimated value of your largest liability?

Name / estimated value of your 2nd largest liability?

Name / estimated value of your 3rd largest liability?

What additional liabilities do you own/owe?

Client's education, employment history, etc. *

Where will you live during your retirement?

What will you do during your retirement?

What will you own during your retirement?

What do you want to retire from?

What do you want to retire to?

What will be important to you during your retirement?

What have you observed about other people's retirement?

What additional information should we know?

From time to time we publish valuable information for our clients and other interested parties. We would like to include you among our recipients by emailing a notification link to our publications. Should you decide at some point to discontinue receiving our notifications you can do so easily as each notification email contains a prominent "discontinue" link. *

Yes, I/we would like to be informed.
No, thank you.