Confidential Questionnaire Redesign | David Adams Financial Planning

First Name*

Last Name*

Address

Street Address City State

Email

Date of Birth*

Phone Number*

Cell Phone Number

Spouse's Name

Spouse's Email

Date of Birth of Spouse

Spouse's Phone Number

Spouse's Cell Phone Number

What brings you to us?

Who referred you?

What are your favorite hobbies?

What are your financial goals? Short term & long term?

When do you want to retire, and what do you want it to look like?

What are you current sources of income & are they going to change over the next three years?

What are your current assets and investments? (Example: $300k IRA, $675k 401K, $40K Money Market, Primary Residence $800k, etc.)

What current debt or liabilities do you have? (Example: $285k mortgage on house, $150k mortgage on beach house, etc.)

Do you have an attorney, CPA, Insurance Agent, and/or Financial Planner?

How often do you change advisors?

What estate planning documents do you have, and when were they last reviewed or updated?

Do you have any life insurance policies? Disability? Long Term Care? If so, please provide amounts and policy details.

How do you like to review - in person, phone, video conference, other? How often?

How involved do you like to be in the management of your assets, and do you use any financial software?

On a scale of 1-10, with 1 being ultra conservative (think money market, CDs, cash) and 10 being aggressive (all individual stocks), where do you rank? What about your spouse? Why?

Is there anything else we should know that we didn't ask you?

Confidential Questionnaire

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